Nicholas Kallabat
Nicholas Kallabat is a registered investment advisor at LPL Financial LLC, based in Bingham Farms, MI, with 4 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
32600 Telegraph Road, Suite 200, Bingham Farms, MI, 48025
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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
Nicholas is involved in several business activities, including real estate sales, consulting for Cash Card Games LLC, insurance sales (fixed annuities, life/health, LTC, variable life and annuities), and serving as a board member for KA Enterprises of Michigan. He also works as an Independent Investment Advisor/Broker Dealer Representative for Cadaret Grant & Co., Inc and IAR of Spartan Wealth Advisory Services, dedicating about half his time to this role.
Employment History
Current Registrations
LPL Financial LLCBroker
Spartan Wealth Management
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations13 states
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