AP
AP

Adrian Paich

28 Years of Experience
Clinton Twp, MI
BrokerSells Insurance

Adrian Paich is a registered investment advisor at LPL Financial LLC, based in Clinton Twp, MI, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

38800 Garfield Rd, Suite 110, Clinton Twp, MI, 48038

Get directions

History

Regulatory History
Clean regulatory record

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

Adrian sells term and whole life insurance from multiple companies, dedicating minimal time to this activity. He also owns ADRM Realty, LLC for tax/investment purposes and spends full-time working for Masen Paich Wealth Management Group.

Employment History
Current Registrations
LPL Financial LLC
August 2023 - Present · 3 yrs 1 mo
LPL Financial LLCBroker
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Spc
November 2010 - August 2023 · 12 yrs 9 mos
Sigma Financial CorporationBroker
May 2006 - August 2023 · 17 yrs 3 mos
Mtl Equity Products, INC.Broker
January 1998 - June 2006 · 8 yrs 5 mos
State Registrations8 states
CACTFLGAILMIWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.