Wesley Rowlands is a registered investment advisor at LPL Financial LLC, based in Irvine, CA, with 8 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
43 Discovery Ste 230, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wesley operates his LPL business through Professional Financial Services, Inc. and O&R Partners, and Atikan Wealth Partners LLC. He also authored a book and is a business owner/educator for Personal Growth A, spending minimal time on the book and a few hours per week on Personal Growth A.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.Broker
Hornor, Townsend & Kent, INC.Broker
State Registrations29 states
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