Samuel
Fragale
Lpl Financial LLC
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About this Advisor
Samuel Fragale is a financial advisor working out of Winter Park, Florida with a total of 1 year of relevant experience. Fragale is on the advisory team at Lpl Financial LLC. During their career, Fragale has held roles at Edward Jones, Amazon Logistics, Dicks Sporting Goods, Lpl Financial LLC and Seacoast National Bank. Fragale maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Lpl Financial LLC is an advisory business based in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It has $368 billion in total assets across its 1,688,501 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management are based on which services are provided. However, fees charged by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Samuel Fragale Work History
Samuel has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Seacoast National Bank
Edward Jones
Amazon Logistics
Dicks Sporting Goods
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samuel Fragale to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Vienna, VA
Sea Girt, NJ
Lawrenceburg, IN
Charlestown, MA
The Villages, FL
Walnut Creek, CA
Waukesha, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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