Lpl Financial LLC
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About this Advisor
Philip Kavesh is a certified financial planner and chartered financial consultant whose office is in Torrance, California. Currently a registered investment advisor at Lpl Financial LLC, they have gathered 12 years of professional experience in the financial advisory industry. Kavesh maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Kavesh can work with investors in California and Texas. Over the course of their career, they have held roles at Lpl Financial LLC and Pence Wealth Management. Lpl Financial LLC is based out of Torrance, California, and operates out of 8,011 additional offices in the United States. As a company, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 client accounts and employs more than 22,703 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. 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 clients are high-net-worth individuals, meaning they have over $1 million in capital. Lpl Financial LLC provides 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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Philip Kavesh Work History
Philip has 12 years of experience.
Pence Wealth Management
Lpl Financial LLC
Philip Kavesh has no disclosures.
Please visit their SEC profile for more details.