Sean Song
Sean Song is a CFP-designated registered investment advisor at LPL Financial LLC, based in Palm Beach Gardens, FL, with 5 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
2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408
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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
Sean operates Silverleaf Wealth Management as a DBA for his LPL business and provides investment advisory services through Gladstone Institutional Advisory, dedicating full-time hours to each. He also sells non-variable insurance through Ash Brokerage and/or ASB, also dedicating full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Gladstone Wealth Partners
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
TD Ameritrade, INC.Broker
Pruco Securities, LLC.Broker
State Registrations21 states
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