Jerry Kanter
Jerry Kanter is a registered investment advisor at LPL Financial LLC, based in Newport Beach, CA, with 44 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
4695 Macarthur Court Ste 360, Newport Beach, CA, 92660
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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
Jerry is an agent selling non-variable insurance products, including life insurance, disability income, long-term care, and fixed annuities, dedicating about 10-20% of his time. He also receives trails from CRUMP for non-variable insurance, also dedicating about 10-20% of his time, and operates Advisory Benefit Services as a DBA for his LPL business, which is a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
P.R. Taylor Securities CorporationBroker
Manequity, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations23 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.