Harry Virunurm is a registered investment advisor at LPL Financial LLC, based in Mount Laurel, NJ, with 47 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
305 Fellowship Rd., Ste 105, Mount Laurel, NJ, 08054
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Harry operates under Gladstone Wealth Partners and Peak Wealth Partners as DBAs for his LPL business. He dedicates full-time hours to Gladstone Wealth Partners and about a quarter of his time to Peak Wealth Partners.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Dean Witter Reynolds INC.Broker
State Registrations8 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.