Brent Kanitra
Brent Kanitra is a registered investment advisor at LPL Financial LLC, based in Cerritos, CA, 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
18000 Studebaker Rd, Ste. 700, Cerritos, CA, 90703
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2002Other Business ActivitiesSells Insurance
Brent is involved in outside insurance activities since 2005. Additionally, all non-variable insurance will be submitted through First Choice Financial under the DBA Benchmark Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
City National Securities, INC.
City National Securities, INC.Broker
Wm Financial Services, INC.Broker
Griffin Financial ServicesBroker
State Registrations11 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.