Alan Mevorah is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Odessa, FL, with 53 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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
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.
Exams
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