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Irina Bolotin

LPL Financial LLC
22 Years of Experience
Seattle, WA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Irina Bolotin is a registered investment advisor at LPL Financial LLC, based in Seattle, WA, with 22 years of industry experience. Irina 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

1500 Fairview Ave E, Suite 100, Seattle, WA, 98102

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
April 1992
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Irina works for WSECU Investment Management and WSECU Insurance Services. She also works as a yoga instructor for BalaYoga, ProClub Bellevue, and Be One Yoga, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2010 - Present · 15 yrs 11 mos
LPL Financial LLC
November 2010 - Present · 15 yrs 11 mos
Previous Registrations
Wsecu Investment Management
January 2011 - December 2024 · 13 yrs 11 mos
Chase Investment Services CORP.Broker
October 2009 - October 2010 · 1 yr
Chase Investment Services CORP.
October 2009 - October 2010 · 1 yr
Metlife Securities INC.
September 2009 - September 2009 · 0 mos
Metlife Securities INC.Broker
July 2009 - September 2009 · 2 mos
Edward Jones
January 2007 - December 2008 · 1 yr 11 mos
Edward JonesBroker
April 2003 - December 2008 · 5 yrs 8 mos
State Registrations19 states
AZCACOCTDCFLGAHIIDILMDMONCNYORTXVAWAWY
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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