Andrea Spatz is a CFP-designated registered investment advisor at LPL Financial LLC, based in Los Angeles, CA, with 32 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
1880 Century Park E Ste 411, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrea is a registered investment advisor at Lewis Wallensky, spending about half her time there. She also works full-time as a financial advisor/planner for Wallensky Spatz & Associates, a DBA for her LPL business, and owns a third of an inherited condo.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Lewis M. Wallensky Associates
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Associated Securities CORP.Broker
Ba Investment Services, INC.Broker
State Registrations11 states
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