Shawn Hochuli
Shawn Hochuli is a registered investment advisor at LPL Financial LLC, based in Irvine, CA, with 25 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
3 Park Plaza, Suite 1490, Irvine, CA, 92614
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Regulatory History (1)
Customer Dispute
July 2011Other Business ActivitiesSells Insurance
Shawn sells fixed insurance products through IWM Partners, dedicating full-time hours to his LPL business DBA. He also works as a football official/referee and owns H&H Property Holdings for real estate rental.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations25 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.