Tanner Motske is a registered investment advisor at LPL Financial LLC, based in Huntington Beach, CA, with 3 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
17011 Beach Blvd., Suite 101, Huntington Beach, CA, 92647
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tanner operates his LPL business through Trilogy Financial. He also provides investment advisory services through Trilogy Capital, Inc., dedicating about half of his time to this activity. Additionally, Tanner works as an assistant golf coach at Pacifica Christian High School Orange County, spending about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
Trilogy Capital, INC.
State Registrations15 states
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