Eugene Elebash is a registered investment advisor at LPL Financial LLC, based in Mobile, AL, with 28 years of industry experience. Eugene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
5901 Grelot Rd, Bldg B, Ste A, Mobile, AL, 36609
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2002Other 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
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 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.
Exams
More Advisors
- Donald ConnickLPL Financial LLC
- Edwin Peters, ChFCLPL Financial LLC
- Ronald Allen, CFPLPL Financial LLC
- Charles Mayhall, CFPLPL Financial LLC
- Selwyn Turner, CFAMitchell, Mcleod, Pugh & Williams, INC.
- Charles Hanes, CFPLeavell Investment Management, INC.