Frank Antonucci
Frank Antonucci is a CFP-designated registered investment advisor at LPL Financial LLC, based in Orchard Park, NY, with 46 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
4063 N Buffalo St, Orchard Park, NY, 14127
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Frank sells non-variable insurance products, including life, disability, long-term health care, and fixed annuities. This activity takes about 10% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Painewebber IncorporatedBroker
Dean Witter Reynolds INC.Broker
L. F. Rothschild, Unterberg, TowbinBroker
Fittin, Cunningham & Lauzon, INC.Broker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Investors Diversified Services, INC.Broker
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.
Exams
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