E. Kanel is a CFP-designated registered investment advisor at LPL Financial LLC, based in Torrance, CA, with 40 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
2780 Skypark Dr Ste 460, Torrance, CA, 90505
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Other Business Activities
E. operates under the DBA Patriot Wealth Management for LPL business and is associated with MVK Financial Services, Inc., both investment-related. E. also has a 5% stake in Patriot Air, LLC (helicopter pilot), dedicating a few hours per week outside of trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Chubb Securities CorporationBroker
Sunamerica Securities, INC.Broker
Marketing One Securities, INC.Broker
Anchor National Financial Services, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations23 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.