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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Lps Financial LLC 4 years Jun 2013 - Present
Sterne Agee 4 years, 11 months Feb 2012 - Jan 2017
Synergy Investment Group,LLC 7 months Aug 2011 - Mar 2012
Kensington Capital Corp 9 months Oct 2010 - Jul 2011
Synergy Investment Group, LLC 7 months Mar 2010 - Oct 2010
CFA Institute 1 year, 2 months Dec 2008 - Feb 2010
Reuven Enterprises Securities Division, LLC. 2 years, 7 months May 2006 - Dec 2008

Designations & Memberships

  • Chartered Financial Analyst Institute
    Membership
    Chartered Financial Analyst Institute

Articles and Answers

Insights by Aron Pinson

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 16, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Feb 16, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Lps Financial LLC

Last updated on Jan. 18, 2017
    • $18.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 99
      Accounts
    • $190.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets