Paul Levin
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. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
112 Haddontowne Court, Suite 102, Cherry Hill, NJ, 08034
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2010Customer Dispute
January 2002Other 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
LPL Financial LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
LPL Financial LLCBroker
LPL Financial LLC
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Pamco Securities and Insurance ServicesBroker
John Hancock Distributors, INC.Broker
State Registrations16 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.