Phillip Veenstra
Phillip Veenstra is a registered investment advisor at LPL Financial LLC, based in Grandville, MI, 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
3900 Chicago Dr. Sw, Grandville, MI, 49418
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Phillip sells fixed annuities and term life insurance, dedicating minimal time to this activity. He also has a business entity, PMV, LLC, for tax/investment purposes, which takes nearly full-time hours, and Evergreen Capital Management LLC as a DBA for LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.
Royal Advisors, LLC
Royal Securities CompanyBroker
State Registrations9 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.