Ewald
Von Kanel Cfp

Lpl Financial LLC

CRD#1394888
Investment Advisor
in Torrance, CA

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About this Advisor

Ewald Von Kanel Cfp is a certified financial planner who works in Torrance, California, who has been in the financial industry for 10 years. Von Kanel Cfp currently works for Lpl Financial LLC. Throughout their career, Von Kanel Cfp has worked at Summit Brokerage Services Inc, Summit Financial Group Inc and Lpl Financial LLC. Von Kanel Cfp maintains a Series 63 license, qualifying them as a securities agent, and is able to serve investors in California and Texas. Lpl Financial LLC is a business that has its headquarters in Torrance, California. The investment advisory business has offices in 9,519 locations and a total of 22,790 employees. It manages $159 billion in total assets across its 786,525 accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 1,809 charitable organizations. Of its 786,525 customer accounts, 27% are associated with high-net-worth clients who have more than $1 million in investable assets. Lpl Financial LLC performs a number of services, including 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. Fees charged by financial advisors typically depend on the type of financial services. However, fee types charged by Lpl Financial LLC likely are comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 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 Cfp Work History

Ewald has 11 years of experience.

2018 - Present (2 years)

Lpl Financial LLC

2009 - 2018 (9 years)

Summit Brokerage Services Inc

2009 - 2018 (9 years)

Summit Financial Group Inc

Disclosures

Ewald Von Kanel Cfp has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Staiman
New York, NY
Franklin Borders
Charlotte, NC
Daniel Fowler
Pampa, TX
Mark Tonelli
Denver, CO
Steven Justice
San Diego, CA
Christopher Kemp
San Diego, CA

This content was compiled from the SEC and FINRA.

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