Donald Rifkin is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hackensack, NJ, with 26 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
One University Plaza, Suite 108, Hackensack, NJ, 07601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald owns DW Rifkin CPA PC, a tax planning and advisory firm, dedicating full-time hours to it. He also handles tax preparation for Richard Rifkin DMD, spends a few hours per week as a guardian for a senior citizen, and minimal time as a co-trustee for an estate.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Prime Capital Services, INC.Broker
State Registrations6 states
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