Andrew Karlinski
Andrew Karlinski is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Irvine, CA, with 42 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
6 Venture, Suite 390, Irvine, CA, 92618
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2001Regulatory
October 1989Customer Dispute
March 1988Other Business ActivitiesSells Insurance
Andrew recommends and helps place traditional insurance products through AK Financial Group, spending minimal time on this. He also provides investment advisory services through Private Advisor Group LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ak Financial Group
Mutual Service CorporationBroker
Integrated Resources Equity CorporationBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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