Ewald
Von Kanel

Lpl Financial LLC

CRD#1394888
Investment Advisor
in Torrance, CA
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About this Advisor

Ewald Von Kanel is a certified financial planner who works in Torrance, California, who has been in the industry for 24 years. Von Kanel works at Lpl Financial LLC. During their career, Von Kanel has held roles at Lpl Financial LLC, Linsco/Private Ledger Corp, Summit Brokerage Services Inc and Summit Financial Group Inc. Von Kanel maintains a Series 63 license, qualifying them as a securities representative, and is registered to operate in California and Texas. Lpl Financial LLC is a financial advisory business that has its headquarters in Torrance, California. The investment advisory business has offices in 8,011 locations and a total of 22,703 advisors. It manages $153 billion in assets under management between its 680,466 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 899 charitable organizations. Of its 680,466 customer accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types billed by Lpl Financial LLC likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

2780 Skypark Dr Ste 460
Torrance, CA 90505

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Ewald Von Kanel Work History

Ewald has 24 years of experience.

2018 - Present (1 year)

Lpl Financial LLC

2009 - 2018 (9 years)

Summit Brokerage Services Inc

2009 - 2018 (9 years)

Summit Financial Group Inc

1994 - 2009 (15 years)

Linsco/Private Ledger Corp

Disclosures

Ewald Von Kanel has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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