AO
CFP
AO
CFP

Attahjundwe Obiajulu

37 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance

Attahjundwe Obiajulu is a CFP-designated registered investment advisor at LPL Financial LLC, based in New York, NY, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

New York, NY

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2006
Denied
Other Business ActivitiesSells Insurance

Attahjundwe is an agent for Advisors Insurance Brokers, selling various insurance products, dedicating about 10-20% of his time. He also operates under Gateway Financial Partners, owns Long Island Voice Company (acting and voiceovers, minimal time), and owns rental real estate (minimal time).

Employment History
Current Registrations
LPL Financial LLC
May 2021 - Present · 5 yrs
LPL Financial LLCBroker
May 2021 - Present · 5 yrs
Previous Registrations
Lincoln Financial Advisors Corporation
January 2006 - March 2021 · 15 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
December 2005 - March 2021 · 15 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
December 2005 - April 2006 · 4 mos
UBS Financial Services INC.
September 1990 - December 2005 · 15 yrs 3 mos
UBS Financial Services INC.Broker
March 1990 - December 2005 · 15 yrs 9 mos
The Stuart-James Company, IncorporatedBroker
May 1988 - March 1990 · 1 yr 10 mos
State Registrations6 states
NCNJNYSCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Attahjundwe Obiajulu - Financial Advisor | TrueAdvisor