Andrew Copulsky is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 24 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
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Simmons & Company InternationalBroker
Sanders Morris Harris INC.Broker
Sanders Morris Harris INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
Chase Investment Services CORP.Broker
Navillus Securities, INC.Broker
Gro CorporationBroker
M G Securities Group, INC.Broker
Gro CorporationBroker
Block Trading INC.Broker
Block Trading INC.Broker
Pacific Capital ManagementBroker
Block Trading INC.Broker
Royce Investment Group, INC.Broker
State Registrations53 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.