Eugene Cheng
Eugene Cheng is a registered investment advisor at LPL Financial LLC, based in Rolling Hills, CA, with 50 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
Rolling Hills, CA
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Eugene sells non-variable insurance products, dedicating minimal time to this activity. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Cantella & CO., INC.
Cantella & CO., INC.Broker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
Shearson Lehman/american Express INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
Kidder, Peabody & CO., IncorporatedBroker
Paine, Webber, Jackson & Curtis IncorporatedBroker
Dean Witter & CO. IncorporatedBroker
State Registrations6 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.