Andrew Duchan
Andrew Duchan is a registered investment advisor at LPL Financial LLC, based in Woodland Hills, 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
5900 Canoga Ave Ste 220, Ste. 220, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2004Customer Dispute
January 2001Customer Dispute
December 2000Other Business ActivitiesSells Insurance
Andrew is a CPA providing tax and accounting services. He is also an agent for accident & health, life, and variable insurance, and a Lifewave representative, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Western International Securities, INC.Broker
Western International Securities
Financial West GroupBroker
Financial West Group
NFP Securities, INC.
NFP Securities, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Baraban Securities, INC.Broker
State Registrations7 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.