Amardeep Grewal
Amardeep Grewal is a registered investment advisor at LPL Financial LLC, based in Laingsburg, 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
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
Laingsburg, MI
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2008Customer Dispute
June 2008Other Business ActivitiesSells Insurance
Amardeep sells non-variable insurance products since 2017. This activity takes a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Mutual Service CorporationBroker
Vestax Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 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.