Andrei Jigalin
Andrei Jigalin is a CFP-designated registered investment advisor at LPL Financial LLC, based in Novato, CA, with 29 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
350 Ignacio Blvd Suite 105, Novato, CA, 94949
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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
Andrei owns rental real estate properties and provides investment advisory services through Alpha Wealth Management and Planning LLC, where he spends nearly full-time. He also works with Westland Financial Services and The Webb Agency selling non-variable insurance products, dedicating a few hours per week to each.
Employment History
Current Registrations
LPL Financial LLCBroker
Alpha Wealth Management and Planning LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 states
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