Louis Follo, financial advisor Middlebury CT
93 score

Louis Follo

CRD Number: 1257641
Current Firm: Lpl Financial LLC

Louis Follo (CRD# 1257641) is an Investment Advisor Representative working at Lpl Financial LLC in Middlebury, CT and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) Middlebury, CT Sep 1994 - Current 22
Louis A Follow Associates Oakville, CT Oct 1988 - Jan 2007 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
Contact Info for Louis A. Follo
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CT
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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