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CFP
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CFP

Stan Choo

LPL Financial LLC
20 Years of Experience
Los Angeles, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Stan Choo is a CFP-designated registered investment advisor at LPL Financial LLC, based in Los Angeles, CA, with 20 years of industry experience. Stan 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11620 Wilshire Boulevard, Suite 400, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Stan is affiliated with Perennial Financial & Insurance Services, and Perennial Legacy LLC, DBA Perennial Legacy Insurance Solutions, selling non-variable insurance products, dedicating a few hours per week to the latter. He also owns rental real estate and Perennial Investment Advisors, LLC, dedicating full-time hours to the latter.

Employment History
Current Registrations
Perennial Financial Services
March 2019 - Present · 7 yrs 7 mos
LPL Financial LLCBroker
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, INC.
June 2006 - April 2019 · 12 yrs 10 mos
Ameriprise Financial Services, INC.Broker
May 2006 - April 2019 · 12 yrs 11 mos
State Registrations2 states
CAID
AdvisorBrokerBoth

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
No exam information available for this advisor.
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