Trevor Lubereski
Trevor Lubereski is a registered investment advisor at LPL Financial LLC, based in Federal Way, WA, with 7 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
33930 Weyerhaeuser Way S, Ste 200, Federal Way, WA, 98001
Get directionsHistory
Regulatory History (1)
Criminal
April 2004Other Business Activities
Trevor is a co-owner of CBLK LLC, a business entity for tax/investment purposes, but non-investment related. He also operates Pacific Legacy Wealth Partner as a DBA for his LPL business, dedicating a significant amount of time to it, and runs Trevor S Lubereski CPA PLLC for tax preparation and accounting, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations25 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.