Jing Sun is a registered investment advisor at LPL Financial LLC, based in Pasadena, CA, with 10 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
70 S. Lake Ave., Ste. 700, Pasadena, CA, 91101
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2004Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Fortune Securities, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
New England SecuritiesBroker
Signator Investors, INC.Broker
Brookfield Securities, INC.Broker
State Registrations1 state
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.