Alan Krichman
Alan Krichman is a registered investment advisor at LPL Financial LLC, based in West Long Branch, NJ, with 38 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
145 Monmouth Rd, West Long Branch, NJ, 07764
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2003Customer Dispute
November 1997Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
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M&t Securities, INC.Broker
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Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wachovia Securities, LLC
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Worthington Capital Group, INC.Broker
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State Registrations7 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.