Ross Levine
Ross Levine is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Sacramento, 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
333 University Ave, Ste 200, Sacramento, CA, 95825
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Regulatory History (1)
Customer Dispute
June 2024Other Business ActivitiesSells Insurance
Ross sells health insurance, dedicating about 10-20% of his time to this activity. He also plays music in a band and releases records on a small-time basis, spending minimal time on this endeavor, and operates under two DBAs for his LPL business, New Inverness Investments and New Inverness Financial, dedicating full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations20 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.