Ethan Pensak is a registered investment advisor at LPL Financial LLC, based in Horsham, PA, 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
110 Gibraltar Road, Suite 227, Horsham, PA, 19044
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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
Ethan sells fixed insurance, owns rental property, and participates in research studies. He is also a Wealth Management Advisor for Legacy Planning Partners, a HUB International Company, dedicating his full time to this role.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations13 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.