Janean Stripe
Janean Stripe is a CFP-designated registered investment advisor at LPL Financial LLC, based in Carlsbad, CA, with 36 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
5900 Pasteur Ct Ste 150, Carlsbad, CA, 92008
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2013Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Janean works as DBA FOR LPL BUSINESS through Lucia Capital Group since 2020, dedicating full-time hours. Janean is also an agent for Westland Financial selling non-variable insurance, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lucia Securities, LLCBroker
Lucia Capital Group
First Allied Securities, INC.Broker
Rjl Financial Network, L.L.C.
Securities America, INC.Broker
Raymond J. Lucia Companies, INC.
The Advisors Group, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Invest Financial CorporationBroker
Duerr Financial CorporationBroker
State Registrations38 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.