Ralph Lunt
Ralph Lunt is a registered investment advisor at LPL Enterprise, LLC, based in Gulfport, MS, with 32 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
Gulfport, MS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ralph works with Magellan Health providing financial readiness services, and also as a substitute teacher for Kelly Services. Ralph also sells and services health insurance, and works as a personal financial consultant for Magellan Federal.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Strategic Capital Advisors
Advantage Capital Corporation
Advantage Capital CorporationBroker
Prim Securities, IncorporatedBroker
Advantage Capital CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations2 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.