Diego
De Los Santos
Lpl Financial LLC
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About this Advisor
Diego De Los Santos is a financial advisor based in El Monte, California, working with Lpl Financial LLC. Diego has previously held positions at National Planning Corporation, Lpl Financial LLC, Trilogy Capital, Farmacia San Diego, World Financial Group, Inc, Transamerica Financial Advisors, Inc, and Lidc Hospitality, Inc Bda Lupes Mexican Eatery. Diego has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Indiana, and Texas. Currently, Diego is part of Lpl Financial LLC, which operates out of El Monte, California. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Diego De Los Santos Work History
Lidc Hospitality, Inc Bda Lupes Mexican Eatery
Lpl Financial LLC
World Financial Group, Inc
Transamerica Financial Advisors, Inc
Farmacia San Diego
Lpl Financial LLC
Trilogy Capital
National Planning Corporation
Disclosures
Please visit the SEC profile of Diego De Los Santos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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