Yeukhei Chan is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 21 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
4707 Executive Dr, San Diego, CA, 92121-3091
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Yeukhei is the VP of Chans Waterhole, Inc., a family business of cocktail lounges operated by his spouse. He is also the VP and co-owner of MDC Investment, another family business, and owns a rental property managed by his husband, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Allied Securities, INC.Broker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
TD Waterhouse Investor Services, INC.Broker
State Registrations53 states
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