Abhishek Vakil
Abhishek Vakil is a registered investment advisor at LPL Financial LLC, based in New Yor City, NY, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
New Yor City, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Abhishek operates Perennial Financial Services as a DBA for his LPL business and as a Registered Investment Advisor DBA, dedicating full-time hours to these activities. He also spends a few hours per week on non-variable insurance through Perennial Legacy Insurance Solutions.
Employment History
Current Registrations
LPL Financial LLCBroker
Perennial Financial Services
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations22 states
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