Gary Sussman
Gary Sussman is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 23 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
12520 High Bluff Dr Ste 140, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Criminal
May 2001Other Business ActivitiesSells Insurance
Gary is an agent for non-variable insurance through Trilogy Financial Services since 2002. He also provides investment advisory services through Trilogy Capital, Inc. and operates his LPL business under the DBA Trilogy Financial, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLCBroker
Trilogy Capital, INC.
Previous Registrations
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations5 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.