Frederick Atiyeh
Frederick Atiyeh is a CFP-designated registered investment advisor at LPL Financial LLC, based in Whitmore Lake, MI, with 46 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
7859 E Michigan 36, Whitmore Lake, MI, 48189
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2021Customer Dispute
February 2021Customer Dispute
February 2019Customer Dispute
February 2017Other Business ActivitiesSells Insurance
Frederick owns multiple real estate rental properties and is a public notary. He also engages in non-variable insurance activities, dedicating minimal time to each of these endeavors.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Legacy Investment Strategies, LLC
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Ids Financial Services INC.Broker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
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.