Amber Restine is a CFP-designated registered investment advisor at LPL Financial LLC, based in Solana Beach, CA, 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
Firm Size
Number of Clients
Average Client Portfolio
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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
514 Via De La Valle, Suite 200, Solana Beach, CA, 92075
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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.
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Amber is the COO of Focus Investment Advisors, a registered investment advisor firm, since 2021. She dedicates full-time hours to providing investment advisory services through this firm.
Employment History
Current Registrations
LPL Financial LLCBroker
Focus Investment Advisors, INC
Previous Registrations
LPL Financial LLC
Focus Investment Advisors
LPL Financial LLCBroker
LPL Financial LLC
Girard Securities, INC.
Girard Securities, INC.Broker
State Registrations7 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.