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CFP
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CFP

Grant Seybold

LPL Financial LLC
10 Years of Experience
Calabasas, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Grant Seybold is a CFP-designated registered investment advisor at LPL Financial LLC, based in Calabasas, CA, with 10 years of industry experience. Grant 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

24025 Park Sorrento Suite 250, Calabasas, CA, 91302

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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.

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Other Business ActivitiesSells Insurance

Grant works as a tax preparer and client relations associate (insurance sales) for Marangola Financial Group, Inc., and is the President of the Financial Planning Association of Ventura County. These activities take minimal time each week.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2026 - Present · 2 mos
LPL Financial LLC
August 2026 - Present · 2 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2023 - September 2026 · 2 yrs 10 mos
Osaic Wealth, INC.
November 2023 - September 2026 · 2 yrs 10 mos
Fsc Securities Corporation
May 2017 - November 2023 · 6 yrs 6 mos
Fsc Securities CorporationBroker
September 2016 - November 2023 · 7 yrs 2 mos
State Registrations9 states
AZCACOIDMINHNYTXWA
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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