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ChFC
VV
ChFC

Val Vogel

LPL Financial LLC
42 Years of Experience
Kenner, LA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Val Vogel is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Kenner, LA, with 42 years of industry experience. Val is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1800 Williams Blvd Ste B, Kenner, LA, 70062

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Val operates under Burns, Vogel and Associates as a DBA for their LPL business and for non-variable insurance, dedicating about a quarter of their time to each. Val also owns rental real estate through 1800 Williams LLC, spending minimal time on it.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2021 - Present · 4 yrs 11 mos
LPL Financial LLC
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Voya Financial Advisors, INC.
January 2011 - November 2021 · 10 yrs 10 mos
Voya Financial Advisors, INC.Broker
January 2011 - November 2021 · 10 yrs 10 mos
Ing Financial Advisers, LLC
June 2006 - January 2011 · 4 yrs 7 mos
Ing Financial Advisers, LLCBroker
June 2006 - January 2011 · 4 yrs 7 mos
Tower Square Securities, INC.
July 2002 - June 2006 · 3 yrs 11 mos
Tower Square Securities, INC.Broker
May 1996 - June 2006 · 10 yrs 1 mo
Advantage Capital CorporationBroker
August 1994 - May 1996 · 1 yr 9 mos
Travelers Equities Sales, INC.Broker
April 1984 - August 1994 · 10 yrs 4 mos
State Registrations5 states
FLLAMIMSOH
AdvisorBrokerBoth

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
No exam information available for this advisor.
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