Ian
Venzon
Lpl Financial LLC
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About this Advisor
Ian Venzon is a financial advisor who works in Newport Beach, California with 5 years of relevant experience. Venzon is on the advisory team at Lpl Financial LLC. Throughout their career, they have worked at Pence Wealth Management, Big Sky Capital Investments, Harvey And Company LLC, Wells Fargo Advisors, Village Pizzeria, California State Polytechnic University, Pomona, Lpl Financial, LLC and Pence Capital Management. Venzon has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Lpl Financial LLC is an advisory business that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 people on staff. It manages $368 billion in assets under management across its 1,688,501 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth individuals who have greater 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. Financial management fees typically depend on which services are provided. Fee types charged by Lpl Financial LLC can include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Ian Venzon Work History
Ian has been registered as a financial advisor for 5 years.*
Pence Capital Management
Pence Wealth Management
Lpl Financial, LLC
Big Sky Capital Investments
Harvey And Company LLC
Wells Fargo Advisors
Village Pizzeria
California State Polytechnic University, Pomona
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ian Venzon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Beaver, PA
Fresno, CA
Hazleton, PA
Hudsonville, MI
Frisco, TX
Fort Mill, SC
Richmond, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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