Philip
Kavesh

Lpl Financial LLC

CRD#1199753
Investment Advisor
in Torrance, CA
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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

Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

12 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

990 W. 190Th St Ste 500
Torrance, CA 90502

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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

Philip Kavesh Work History

Philip has 12 years of experience.

2011 - Present (8 years)

Pence Wealth Management

2006 - Present (13 years)

Lpl Financial LLC

Disclosures

Philip Kavesh has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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