Ronald Levenson is a registered investment advisor at LPL Financial LLC, based in Los Angeles, CA, with 54 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
11965 Venice Blvd Suite 400, Los Angeles, CA, 90066
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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 →Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Associated Securities CORP.
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Titan Capital CorporationBroker
Investogenic Services, INC.Broker
Christian Financial Planning CO.Broker
International Securities CORP.Broker
Five/three Securities CorporationBroker
Systech Real Estate Securities CorporationBroker
State Registrations10 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.