Sarah Ahlheim is a registered investment advisor at LPL Financial LLC, based in Gardena, CA, with 2 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
1025 W 190th St Ste 120, Gardena, CA, 90248
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah operates Lavin Financial Services as a DBA for her LPL business since 2014. She also works for Dejene and Associates, spends about 10-20% of her time as a delivery driver for Door Dash and Uber, and dedicates minimal time as a Notary Public.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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