Lorand Parenteau
Lorand Parenteau is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sherman Oaks, CA, with 22 years of industry experience. Lorand 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
Sherman Oaks, CA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2026Other Business ActivitiesSells Insurance
Lorand operates Parenteau Wealth Management as a DBA for his LPL business. He also sells non-variable insurance, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
State Registrations18 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.
Exams
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