ZT
ZT

Zubeen Tukina

9 Years of Experience
Seal Beach, CA
2 DisclosuresBroker

Zubeen Tukina is a registered investment advisor at LPL Financial LLC, based in Seal Beach, CA, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

3020 Old Ranch Parkway, Suite 300, Seal Beach, CA, 90740

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2019
Final
Financial
February 2019
Final
Employment History
Current Registrations
LPL Financial LLC
November 2025 - Present · 6 mos
LPL Financial LLCBroker
November 2025 - Present · 6 mos
Previous Registrations
Edward Jones
June 2017 - November 2025 · 8 yrs 5 mos
Edward JonesBroker
March 2017 - November 2025 · 8 yrs 8 mos
State Registrations5 states
CACOILOHRI
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.
Zubeen Tukina - Financial Advisor | TrueAdvisor