Jeanie Sung is a registered investment advisor at LPL Financial LLC, based in Honolulu, HI, 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
1360 S Beretania St Ste 305, Honolulu, HI, 96814-1520
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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 Activities
Jeanie established George Marcus Limited as a Sub-S corporation for tax purposes in 2016, dedicating about a quarter of her time. Since 2018, Jeanie also works with National Benefit Services LLC as a certified educator presenter, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations13 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.