Andrew StarostaCRD Number: 1866755
Current Firm: Lpl Financial LLC
Andrew Starosta (CRD# 1866755) is an Investment Advisor Representative working at Lpl Financial LLC in Oak Creek, WI and has over 24 years of experience in the finance industry.
Jordan Financial Life Planning
Financial Service Group Inc.
Fortress Planning Group
|Lpl Financial LLC||Oak Creek, WI||Oct 2011 - Current||6|
|Landmark Credit Union||New Berlin, WI||Oct 2011 - Current||6|
|Primevest Financial Services||Greenfield, WI||Nov 2010 - Oct 2011||< 1|
|Abacus Investments||Watertown, WI||Jun 2010 - Nov 2010||< 1|
|J.w. Cole Financial||West Allis, WI||Sep 2009 - May 2010||< 1|
|Jonathan Roberts Advisory Group, Inc.||Tampa, FL||Sep 2009 - May 2010||< 1|
|Chase Investment Services Corp||Bristol, WI||Oct 2008 - Aug 2009||< 1|
|The O.n. Equity Sales Company||Cincinnati, OH||Apr 2006 - Oct 2008||2|
|Ohio National Financial Services||Cincinnati, OH||Feb 2006 - Oct 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1993|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
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
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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