Larry Coltin is a registered investment advisor at LPL Financial LLC, based in Agoura Hills, CA, with 14 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
30141 Agoura Rd Ste 200, Agoura Hills, CA, 91301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Larry operates Malibu Canyon Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Edward Jones
Edward JonesBroker
State Registrations6 states
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