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CFP
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CFP

Amber Restine

LPL Financial LLC
16 Years of Experience
Solana Beach, CA
Broker
View SEC Summary
View SEC Summary

Amber Restine is a CFP-designated registered investment advisor at LPL Financial LLC, based in Solana Beach, CA, with 16 years of industry experience. Amber 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

514 Via De La Valle, Suite 200, Solana Beach, CA, 92075

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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 Activities

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
May 2018 - Present · 8 yrs 5 mos
Focus Investment Advisors, INC
December 2012 - Present · 13 yrs 10 mos
Previous Registrations
LPL Financial LLC
May 2018 - October 2020 · 2 yrs 5 mos
Focus Investment Advisors
November 2011 - December 2011 · 1 mo
LPL Financial LLCBroker
September 2011 - May 2018 · 6 yrs 8 mos
LPL Financial LLC
September 2011 - October 2015 · 4 yrs 1 mo
Girard Securities, INC.
August 2010 - October 2011 · 1 yr 2 mos
Girard Securities, INC.Broker
April 2010 - October 2011 · 1 yr 6 mos
State Registrations7 states
CACOIAIDNCNVOR
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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