Alan Mevorah is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Odessa, FL, with 53 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
Odessa, FL
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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 →Other Business ActivitiesSells Insurance
Alan is an independent insurance agent selling various insurance products since 2004, including life, annuities, long-term care, disability, and medical insurance. He also owns and rents out real estate, dedicating minimal time to one rental property and about 10% of his time to non-variable insurance sales.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
LPL Financial LLC
Ws Griffith Securities, INC.Broker
Planned Financial Programs, INC.Broker
Home Life Insurance CompanyBroker
State Registrations11 states
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