Alvin Hailstorks
Alvin Hailstorks is a CFP-designated registered investment advisor at LPL Financial LLC, based in Rockville, MD, 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
20 Courthouse Square, Ste 217, Rockville, MD, 20850
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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
Alvin operates Holmes and Associates Financial Services as a DBA for his LPL business, dedicating nearly full-time hours to it. He also engages in non-variable insurance activities and tax preparation/accounting through Financial Solutions Group and Holmes and Associates Accounting Services, respectively, dedicating minimal time to insurance and a few hours per week to accounting.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
PFS Investments INC.Broker
State Registrations4 states
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