Lewis
Wallensky

Lpl Financial LLC

CRD#457760
Investment Advisor
in Los Angeles, CA
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About this Advisor

Lewis Wallensky is a certified financial planner in Los Angeles, California. Currently a registered advisor with Lpl Financial LLC, they have accrued an impressive 48 years of professional experience as a financial advisor. Wallensky holds a Series 63 license, qualifying them as a securities representative. Wallensky is registered to operate in Arizona, California, Massachusetts, Ohio and Oregon. Throughout their career, they have worked at Lpl Financial LLC, National Planning Corp and Lewis M Wallensky. Lpl Financial LLC is headquartered in Los Angeles, California, and has 8,011 other locations in the country. In aggregate, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 client accounts and retains more than 22,703 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Lpl Financial LLC can provide 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

48 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

No

Office Location

1880 Century Park E Ste 411
Los Angeles, CA 90067

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

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

22,703

CA Average: 118
Total Number of Accounts

680,466

CA Average: 4,567
Average Account Size

$224,156

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

Lewis Wallensky Work History

Lewis has 48 years of experience.

2017 - Present (2 years)

Lpl Financial LLC

2000 - 2017 (17 years)

National Planning Corp

1970 - Present (49 years)

Lewis M Wallensky

Disclosures

Lewis Wallensky has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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