Adelina Vela (CRD# 5669451) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Clairsville, OH and has over 14 years of experience in the finance industry.
CRD# 6308208
Mckinley Carter Wealth Services, Inc.
CRD# 2497992
Anthony Investment Management, LLC
CRD# 1535665
Security Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Saint Clairsville, OH | Jan 2021 - Current | 3 |
| Wesbanco Securities Inc. | St Clairsville, OH | Oct 2018 - Jan 2021 | 2 |
| Foresters Financial Services | Cleveland, OH | Jun 2018 - Jan 2021 | 2 |
| Foresters Advisory Services LLC | Cleveland, OH | Jun 2018 - Jan 2021 | 2 |
| Foresters Advisory Services LLC | Canonsburg, PA | Sep 2017 - Jun 2018 | < 1 |
| Foresters Financial Services | Canonsburg, PA | Apr 2009 - Jun 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2009 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- OH
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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