Victoria Tomaro is a registered investment advisor at LPL Financial LLC, based in Wall, NJ, with 48 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1704 Maxwell Drive, Suite 301, Wall, NJ, 07719
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Victoria owns rental real estate property since 2016, dedicating minimal time. She also operates her LPL business under the name Tomaro Financial Group, which is a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Tfs Advisory Services
Tfs Securities, INC.Broker
Monarch Investments INC.Broker
Stuart Stone & CompanyBroker
Focus Securities, INC.Broker
Cardell & Associates, IncorporatedBroker
Independent Financial Planners CorporationBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.