RP
CFA
RP
CFA

Raanan Pritzker

15 Years of Experience
Atlanta, GA
Broker

Raanan Pritzker is a CFA-designated registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

5555 Glenridge Connector, Suite 1075, Atlanta, GA, 30342

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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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Employment History
Current Registrations
LPL Financial LLCBroker
May 2024 - Present · 2 yrs
LPL Financial LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Fifth Third Securities, INC.
September 2011 - February 2021 · 9 yrs 5 mos
Fifth Third Securities, INC.Broker
September 2011 - February 2021 · 9 yrs 5 mos
Suntrust Investment Services, INC.
April 2008 - June 2011 · 3 yrs 2 mos
Suntrust Investment Services, INC.Broker
March 2008 - June 2011 · 3 yrs 3 mos
Suntrust Robinson Humphrey, INC.Broker
September 2007 - April 2008 · 7 mos
State Registrations9 states
AZCAFLGANJNYOHTNTX
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.
Raanan Pritzker - Financial Advisor | TrueAdvisor