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Eugene Elebash

27 Years of Experience
Mobile, AL
1 DisclosureBroker

Eugene Elebash is a registered investment advisor at LPL Financial LLC, based in Mobile, 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
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.

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Location

5901 Grelot Rd, Bldg B, Ste A, Mobile, AL, 36609

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2002
Settled
Other Business Activities

Eugene has a business entity called EPE Financial for tax/investment purposes since 2003. He spends minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLC
July 2018 - Present · 7 yrs 10 mos
LPL Financial LLCBroker
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
December 2002 - July 2018 · 15 yrs 7 mos
Wells Fargo Advisors Financial Network, LLC
January 2002 - July 2018 · 16 yrs 6 mos
Morgan Stanley
March 1999 - November 2002 · 3 yrs 8 mos
Morgan Stanley Dw INC.Broker
November 1998 - November 2002 · 4 yrs
American Express Financial Advisors INC.Broker
May 1998 - October 1998 · 5 mos
Ids Life Insurance CompanyBroker
May 1998 - October 1998 · 5 mos
State Registrations12 states
ALCAFLGAINKYLAMSNCTXVAWI
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.