Lpl Financial LLC
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About this Advisor
Jimmy Maldonado is a financial advisor who works out of Valencia, California who has 5 years of industry experience. Maldonado is an advisor for Lpl Financial LLC. Throughout their career, they have worked at Invest Financial Corp, Logix Federal Credit Union, Investors Capital Corp, Cetera Advisors LLC, Lpl Financial LLC and Logix Fcu. Maldonado maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is able to advise clients in California. Lpl Financial LLC is a financial advisory firm headquartered in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 financial advisors. It controls $368 billion in assets across its 1,688,501 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm performs a diverse assortment of services, including 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. Fees for financial advice are based on the services offered. However, fees charged by Lpl Financial LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
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
Jimmy Maldonado Work History
Jimmy has been registered as a financial advisor for 5 years.*
Lpl Financial LLC
Invest Financial Corp
Cetera Advisors LLC
Investors Capital Corp
Invest Financial Corp
Logix Federal Credit Union
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Jimmy Maldonado to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Corpus Christi, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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