Louis Santoro, financial advisor Long Beach CA
93 score

Louis Santoro

CRD Number: 1964492
Current Firm: Lpl Financial LLC

Louis Santoro (CRD# 1964492) is an Investment Advisor Representative working at Lpl Financial LLC in Long Beach, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Long Beach, CA Sep 2009 - Current 7
Certified Tax & Financial Service Long Beach, CA Jan 1989 - Current 27
Mutual Service Corporation West Palm Bech, FL Mar 1999 - Sep 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1996
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Louis V. Santoro
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
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
93
Clean Record
This advisor has a clean track record with regulators.

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