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PL
CFP · ChFC
PL
CFP · ChFC

Paul Levin

LPL Financial LLC
41 Years of Experience
Cherry Hill, NJ
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Paul Levin is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Cherry Hill, NJ, with 41 years of industry experience. Paul 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
—
View Full SEC Brochure

Location

112 Haddontowne Court, Suite 102, Cherry Hill, NJ, 08034

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2010
Denied
Customer Dispute
January 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Paul operates Retirement Refined, LLC as a DBA for his LPL business, dedicating full-time hours to it. He also engages in real estate rentals, non-variable insurance sales, and notary services, while also having business entities for tax/investment purposes.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2024 - Present · 2 yrs
LPL Financial LLC
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Commonwealth Financial Network
February 2017 - October 2024 · 7 yrs 8 mos
Commonwealth Financial NetworkBroker
February 2017 - October 2024 · 7 yrs 8 mos
LPL Financial LLCBroker
June 2004 - February 2017 · 12 yrs 8 mos
LPL Financial LLC
June 2004 - February 2017 · 12 yrs 8 mos
Ws Griffith Securities, INC.
July 2002 - June 2004 · 1 yr 11 mos
Ws Griffith Securities, INC.Broker
March 1993 - June 2004 · 11 yrs 3 mos
Phoenix Equity Planning CorporationBroker
December 1990 - March 1993 · 2 yrs 3 mos
John Hancock Distributors, INC.Broker
January 1988 - December 1990 · 2 yrs 11 mos
John Hancock Mutual Life Insurance CompanyBroker
January 1988 - December 1990 · 2 yrs 11 mos
Pamco Securities and Insurance ServicesBroker
August 1987 - November 1987 · 3 mos
John Hancock Distributors, INC.Broker
September 1984 - September 1987 · 3 yrs
State Registrations17 states
AZCADEFLGAINMAMDNCNHNJNYPASCTXVAWA
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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