Velma Colfack, financial advisor Clinton MD
83 score

Velma Colfack

CRD Number: 1961425
Current Firm: Lpl Financial LLC

Velma Colfack (CRD# 1961425) is an Investment Advisor Representative working at Lpl Financial LLC in Clinton, MD and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Clinton, MD Dec 2011 - Current 5
Private Advisor Group, LLC Morristown, NJ Aug 2012 - Nov 2012 < 1
Reutemann Financial Solutions, Inc. Rockville, MD Dec 2011 - Aug 2012 < 1
Research Financial Strategies Rockville, MD Dec 2011 - Aug 2012 < 1
Investors Capital Corp. Clinton, MD Apr 1999 - Dec 2011 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Velma M. Colfack
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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