Paul Hummel
Paul Hummel is a registered investment advisor at LPL Financial LLC, based in Loveland, CO, with 37 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
290 E. 25th St, Suite 200, Loveland, CO, 80538
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Regulatory History (1)
Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Paul is an investment advisor and operates under the DBA Investment Center Advisor Group. He also engages in real estate rental activities and owns Justine's Pizza, spending minimal time on the pizza business. Paul also sells non-variable insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.