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CFP

Andrew Mika

LPL Financial LLC
10 Years of Experience
Falls Church, VA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Andrew Mika is a CFP-designated registered investment advisor at LPL Financial LLC, based in Falls Church, VA, with 10 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6066 Leesburg Pike, Suite 340, Falls Church, VA, 22041

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History

Regulatory History
Clean regulatory record

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

Andrew is involved with Meighan Wealth Management Group, selling non-variable insurance, dedicating minimal time. He also has a DBA for LPL business, spending full-time hours on this activity.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Grove Point Advisors, LLC
June 2021 - May 2025 · 3 yrs 11 mos
Grove Point Investments, LLCBroker
June 2021 - May 2025 · 3 yrs 11 mos
Pegasus Financial Group LLC
May 2016 - June 2021 · 5 yrs 1 mo
United Planners' Financial Services of America a Limited PartnerBroker
March 2016 - July 2021 · 5 yrs 4 mos
State Registrations37 states
ALAZCACOCTDCDEFLGAILKSKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPASCTXVAVTWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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