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AZ
CFP
AZ
CFP

Alan Zinkin

LPL Financial LLC
16 Years of Experience
Oviedo, FL
Broker
View SEC Summary
View SEC Summary

Alan Zinkin is a CFP-designated registered investment advisor at LPL Financial LLC, based in Oviedo, FL, with 16 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3055 Alafaya Tr, Oviedo, FL, 32765

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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.

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Other Business Activities

Alan works at Vystar Credit Union performing financial institution duties. He also acts as a Power of Attorney for his father since 2012.

Employment History
Current Registrations
LPL Financial LLC
January 2023 - Present · 3 yrs 9 mos
LPL Financial LLCBroker
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Sequoia Financial Group, L.L.C.
April 2022 - August 2022 · 4 mos
Tudor Securities, LLCBroker
February 2021 - April 2022 · 1 yr 2 mos
Tudor Advisors LLC
January 2021 - April 2022 · 1 yr 3 mos
Fisher Investments
January 2013 - December 2014 · 1 yr 11 mos
Marathon Asset Management LLC
February 2006 - January 2013 · 6 yrs 11 mos
USAA Investment Management CompanyBroker
July 2004 - September 2005 · 1 yr 2 mos
USAA Investment Management Company
March 2003 - September 2005 · 2 yrs 6 mos
State Registrations3 states
FLGATN
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.
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