Daniel Trerotola is a registered investment advisor at LPL Financial LLC, based in West Des Moines, IA, 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
2700 Westown Pkwy Ste 405, West Des Moines, IA, 50266
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is involved with Trerotola Wealth Management Inc. as a business entity for tax/investment purposes, dedicating significantly more than full-time hours. He also operates Trerotola Wealth Management as a DBA for LPL business, working full-time hours. Additionally, Daniel owns Trerotola Properties LLC, a real estate rental business, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
LPL Financial LLCBroker
LPL Financial LLC
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
A. G. Edwards & Sons, INC.Broker
Advest, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Masten INC.Broker
Janney Montgomery Scott INC.Broker
Laidlaw Adams & Peck INC.Broker
Cralin & CO., INC.Broker
Laidlaw Adams & Peck INCBroker
Oppenheimer & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Investors CorporationBroker
State Registrations17 states
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