Albert Engle is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ada, MI, 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
979 Spaulding Ave SE Ste A, Ada, MI, 49301-3705
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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
Albert spends about a quarter of his time on non-variable insurance sales, specifically life and health insurance, since 2006. He also has several LLCs for real estate rental, business purposes, and his LPL business, and owns an ice cream and food retail business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
State Registrations32 states
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