Aurelio Callope, financial advisor Whitewater WI
93 score

Aurelio Callope

CRD Number: 4585797
Current Firm: Lpl Financial LLC

Aurelio Callope (CRD# 4585797) is an Investment Advisor Representative working at Lpl Financial LLC in Whitewater, WI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Banco Services Inc. Whitewater, WI Nov 2015 - Current 1
Lpl Financial LLC Whitewater, WI Nov 2015 - Current 1
Johnson Bank Janesville, WI Oct 2005 - Nov 2015 10
Invest Financial Corp Janesville, WI Oct 2005 - Nov 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for Aurelio T. Callope
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • WI
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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