Leonard Housel is a registered investment advisor at LPL Financial LLC, based in Birmingham, AL, with 27 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
4680 Higway 280 East, Birmingham, AL, 35242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leonard works at Cadence Bank and Cadence Investment Services since 2013. Working at Cadence Bank takes about half of Leonard's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Colonial Brokerage, INC.Broker
Amsouth Investment Services, INC.Broker
Southtrust Securities, INC.Broker
State Registrations1 state
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.