Ian Klinger is a registered investment advisor at LPL Financial LLC, based in Vineland, NJ, 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
782 S Brewster St., Suite B2, Vineland, NJ, 08361
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ian operates his LPL business under the DBA Liberty Point Advisors and provides investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. He also engages in tax preparation and accounting services, and sells non-variable insurance products, dedicating about 10-20% of his time to his DBA and a few hours per week to insurance sales.
Employment History
Current Registrations
LPL Financial LLCBroker
Independent Advisor Alliance, LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations26 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.