Andrew Covic
Andrew Covic is a registered investment advisor at LPL Financial LLC, based in Sterling Heights, MI, 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
35100 Van Dyke Ave, Sterling Heights, MI, 48312
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Regulatory History (1)
Financial
December 2017Other Business Activities
Andrew operates his LPL business under the DBA of Chrisitian Financial Credit Union. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations5 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.