Akshay Gupta is a registered investment advisor at LPL Financial LLC, based in Austin, TX, with 6 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
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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
8834 N Capital of Texas Hwy, Ste 100, Austin, TX, 78759
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Akshay operates AXR Investments, LLC as a DBA for his LPL business, dedicating full-time hours to it. He also works on trust and estate plans through AXR Investments, LLC, and performs electrical engineering work for MNKRA, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 states
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