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CFP · ChFC
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CFP · ChFC

Vijay Khetarpal

LPL Financial LLC
42 Years of Experience
Boca Raton, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Vijay Khetarpal is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Boca Raton, FL, with 42 years of industry experience. Vijay 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

Boca Raton, FL

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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

Vijay owns rental real estate since 2005 and is affiliated with Integrity Financial Group, LLC, selling non-variable insurance since 2024, dedicating about 10-20% of his time. He also operates Integrity Financial Group LLC as a DBA for his LPL business, and is the author of a book, but spends no time on it.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2025 - Present · 1 yr 6 mos
LPL Financial LLC
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2018 - May 2025 · 6 yrs 6 mos
Osaic Wealth, INC.
November 2018 - May 2025 · 6 yrs 6 mos
Signator Investors, INC.
November 1998 - November 2018 · 20 yrs
Signator Investors, INC.Broker
March 1996 - November 2018 · 22 yrs 8 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1996 - May 1997 · 1 yr 2 mos
Nylife Securities INC.Broker
June 1984 - February 1996 · 11 yrs 8 mos
State Registrations15 states
CACODCFLMDNCNJNYOHPATNTXVAWAWI
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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