Larry Zuckerman
Larry Zuckerman is a registered investment advisor at LPL Financial LLC, based in Northridge, CA, 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
Northridge, CA
Get directionsHistory
Regulatory History (2)
Judgment / Lien
March 2024Criminal
January 1986Other Business ActivitiesSells Insurance
Larry operates Zuckerman Private Wealth Management as a DBA for his LPL business and Zuckerman Insurance Agency. He dedicates a few hours per week to the insurance agency.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Tcfg Investment Advisors, LLC
Tcfg Wealth Management, LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Wm Financial Services, INC.Broker
Wm Financial Services, INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations11 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.