Tejas Bartakke
Tejas Bartakke is a registered investment advisor at LPL Financial LLC, based in Chesapeake, VA, 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
555 Belaire Avenue, Suite 140, Chesapeake, VA, 23320
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tejas is involved in several business activities, including DBAs for LPL business and a registered investment advisor. He also works as an assistant varsity baseball coach and sells fixed annuities, fixed life, and LTC insurance products, dedicating a few hours per week to the latter.
Employment History
Current Registrations
LPL Financial LLCBroker
Integrated Wealth Concepts LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Waddell & Reed
Waddell & ReedBroker
State Registrations15 states
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