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Albert Vankleeff

35 Years of Experience
Pompton Plains, NJ
BrokerSells Insurance

Albert Vankleeff is a registered investment advisor at LPL Financial LLC, based in Pompton Plains, NJ, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Pompton Plains, NJ

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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

Albert sells non-variable insurance, specifically long-term care policies, since 2000. He also owns rental real estate property since 2010, but spends no time on it.

Employment History
Current Registrations
LPL Financial LLC
May 2002 - Present · 24 yrs 2 mos
LPL Financial LLCBroker
July 1997 - Present · 29 yrs
Previous Registrations
Summit Financial Services Group, INC.Broker
July 1996 - April 1997 · 9 mos
Bhcm INC.Broker
May 1996 - July 1996 · 2 mos
W.J. Nolan & Company, INC.Broker
September 1994 - February 1995 · 5 mos
The Dreyfus Service CorporationBroker
January 1993 - August 1994 · 1 yr 7 mos
Greater Metropolitan Investment Services, INC.Broker
February 1991 - December 1992 · 1 yr 10 mos
William Scott & CO. L.L.C.Broker
September 1987 - December 1988 · 1 yr 3 mos
William Scott & CO. L.L.C.Broker
November 1986 - February 1987 · 3 mos
Baird, Patrick Capital Group, INC.Broker
December 1985 - March 1986 · 3 mos
State Registrations6 states
COFLMAMINJNY
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.
Albert Vankleeff - Financial Advisor | TrueAdvisor