Renu Kallianpur
Renu Kallianpur is a registered investment advisor at LPL Financial LLC, based in Latham, NY, 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
3 Lear Jet Ln Ste 201 N, Latham, NY, 12110
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Regulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Renu operates under the DBA Empire Financial Advisors, Inc. for her LPL business. She also engages in non-variable insurance activities, dedicating a few hours per week to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 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.