James Celico, financial advisor North Kingstown RI
96 score

James Celico

CRD Number: 1004055
Current Firm: Lpl Financial LLC

James Celico (CRD# 1004055) is an Investment Advisor Representative working at Lpl Financial LLC in North Kingstown, RI and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Linsco/private Ledger Corp. North Kingstown, RI Jul 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
Contact Info for James P. Celico
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • RI
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
96
Clean Record
This advisor has a clean track record with regulators.

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