Geoffrey Palenik is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Gabriel, 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
San Gabriel, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Geoffrey owns Parker G. Palenik Studios, where he produces and sells fine art, dedicating about 10-20% of his time. He is also a Managing Wealth Advisor at Genesis Wealth Partners, spending significantly more than full-time hours providing advice and service.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations26 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.