Allen Myrowitz
Allen Myrowitz is a registered investment advisor at LPL Financial LLC, based in Baltimore, MD, with 36 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
Baltimore, MD
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Regulatory History (1)
Customer Dispute
March 1998Other Business ActivitiesSells Insurance
Allen is involved in non-variable insurance activities since 1989, dedicating minimal time to it. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Medallion Investment Services, INC.Broker
Medallion Advisory Services, LLC
Securities Service Network, INC.Broker
Ifg Network Securities, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations15 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.