Linda Klugman
Linda Klugman is a registered investment advisor at LPL Financial LLC, based in Torrance, CA, with 31 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
21250 Hawthorne Blvd, Ste 500, Torrance, CA, 90503
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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
Linda is an insurance agent selling insurance products since 2014. She is also involved with Adams Middle School's Parent Teacher Association, K3 Property Solutions LLC, Temple Emet LLC, and Redondo Beach PTSA, dedicating minimal time to each of these activities except for K3 Property Solutions, which takes about a quarter of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Lazar Frederick & CompanyBroker
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.