Blake Behunin is a registered investment advisor at LPL Financial LLC, based in Camarillo, CA, 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
2310 E. Ponderosa Dr, Ste 2, Camarillo, CA, 93010
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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.
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Blake operates Behunin Wealth Management as a DBA for his LPL business and provides administrative services through Householder Group Estate & Retirement Specialists, LLC, spending nearly full-time on these activities. Blake also has Sunset Wealth Management as a business entity for tax/investment purposes, dedicating about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Householder Group Estate & Retirement Specialists
State Registrations2 states
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