Zehra Candler is a registered investment advisor at LPL Financial LLC, based in Tampa, FL, with 24 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
8875 Hidden River Pkwy Ste 300, Tampa, FL, 33637
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2015Other Business Activities
Zehra operates Genesis Wealth Management as a DBA for her LPL business, dedicating full-time hours to it. She also has Candler Wealth Management as a business entity for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Watson Capital Management, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations14 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.