Besart Morina is a registered investment advisor at LPL Financial LLC, based in Larkspur, CA, with 20 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
1001 Magnolia Ave Unit A, Larkspur, CA, 94939
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Regulatory History (1)
Customer Dispute
April 2012Other Business Activities
Besart operates under the DBA Tiburon Wealth Advisors for his LPL business since 2020. This activity is investment related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Morgan Stanley Dw INC.Broker
State Registrations4 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.