Louis
Curto

Lpl Financial LLC

CRD#4133728
Investment Advisor
in Springfield, MA

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About this Advisor

Louis Curto is a financial advisor working in Springfield, Massachusetts with a total of 7 years of industry experience. Curto is on the advisory team at Lpl Financial LLC. Their career trajectory has included roles at Commonwealth Financial Network, Pioneer Valley Financial Group, LLC and Lpl Financial LLC. Curto has Series 63 and Series 66 licenses, certifying them as a securities agent, and can operate in Florida, Massachusetts, North Carolina and Virginia. Lpl Financial LLC is an advisory firm that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 advisors. It has $368 billion in assets among its 1,688,501 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Lpl Financial LLC offers a number of services, such as 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 advice typically depend on the type of financial services provided. Fee types charged by Lpl Financial LLC can be comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1350 Main St Ste 1008
Springfield, MA 01103

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

MA Average: $646,059,043
Total Number of Employees

31,366

MA Average: 13
Total Number of Accounts

1,688,501

MA Average: 661
Average Account Size

$217,956

MA Average: $977,396

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

Louis Curto Work History

Louis has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Lpl Financial LLC

2012 - 2015 (3 years)

Commonwealth Financial Network

2012 - 2015 (3 years)

Pioneer Valley Financial Group, LLC

*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 Louis Curto 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

Eric Matthews
Fort Mill, SC
Kristi Johnson
Fort Mill, SC
James Mullen
The Villages, FL
Adam Chaney
Naperville, IL
Adam Carlat
Scottsdale, AZ
Joana Karl
Cedar Rapids, IA
Jeremy Misek
Bismarck, ND
Hyun Song
Vienna, VA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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