Mira Mizrahi is a CFP-designated registered investment advisor at LPL Financial LLC, based in Whippany, NJ, 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
110 S Jefferson Rd Ste 301, Whippany, NJ, 07981
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Regulatory History (1)
Customer Dispute
January 2014Other Business Activities
Mira operates under two DBAs for her LPL business: Diversified Financial Consultants LLC (since 2010) and Alpha Financial Advisors (since 2023). The latter takes about two-thirds of Mira's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
State Registrations12 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.