Mervin Fatter
Mervin Fatter is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 11 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
4707 Executive Dr, San Diego, CA, 92121-3091
Get directionsHistory
Regulatory History (3)
Financial
February 2024Financial
December 2022Financial
July 2022Other Business ActivitiesSells Insurance
Mervin sells life insurance and fixed annuities as an agent since November 2018. His activities include sales, marketing, and servicing of life products during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Fisher Investments
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.