Arnold Feldman, financial advisor Port Jefferson NY
93 score

Arnold Feldman

CRD Number: 4479606
Current Firm: Lpl Financial LLC

Arnold Feldman (CRD# 4479606) is an Investment Advisor Representative working at Lpl Financial LLC in Port Jefferson, NY and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Port Jefferson, NY Aug 2016 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Smithtown, NY Feb 2011 - Aug 2016 5
David Lerner Associates East Setauket, NY Nov 2001 - Feb 2011 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Arnold F. Feldman
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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