PP
PP

Pravin Parekh

23 Years of Experience
Plymouth, MN
Broker

Pravin Parekh is a registered investment advisor at LPL Financial LLC, based in Plymouth, MN, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

2 Carlson Pkwy N, Ste 165, Plymouth, MN, 55447

Get directions

History

Regulatory History
Clean regulatory record

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

Pravin is associated with Parekh Group, Inc. for tax/investment purposes since 2015. He also operates under the DBA LifeMap Wealth Advisors for his LPL business, dedicating about a quarter of his time, and is involved in real estate rental through Pradeep Pravin Real Estate, LLC.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 5 yrs
LPL Financial LLCBroker
July 2021 - Present · 5 yrs
Previous Registrations
Waddell & Reed
September 2005 - July 2021 · 15 yrs 10 mos
Waddell & ReedBroker
February 2003 - July 2021 · 18 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2002 - February 2003 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2002 - February 2003 · 7 mos
State Registrations27 states
AZCACOCTFLGAIAILINKYLAMAMDMNMTNCNJNVNYOHRISCTNTXVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Pravin Parekh - Financial Advisor | TrueAdvisor