Andrew Zale is a CFP-designated registered investment advisor at LPL Financial LLC, based in Troy, MI, with 22 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
2050 Livernois Rd Ste B, Troy, MI, 48083-1757
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Regulatory History (1)
Customer Dispute
November 2016Other Business Activities
Andrew is involved in several outside business activities. These include political campaigning, operating his LPL business under the DBA Zale Group Co, and serving as a board member/chairman for the Oakland Township Safety Paths and Trails Committee and as a Trustee for Oakland Township, MI.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations20 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.