Jimmy
Maldonado

Lpl Financial LLC

CRD#2991263
Investment Advisor
in Valencia, CA

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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

Series 63, Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

27918 Franklin Pkway
Valencia, CA 91355

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CA Average: $646,059,043
Total Number of Employees

31,366

CA Average: 13
Total Number of Accounts

1,688,501

CA Average: 661
Average Account Size

$217,956

CA Average: $977,396

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

Jimmy Maldonado Work History

Jimmy has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Lpl Financial LLC

2017 - Present (7 years)

Logix Fcu

2017 - 2018 (1 year)

Invest Financial Corp

2016 - 2017 (1 year)

Cetera Advisors LLC

2014 - 2016 (2 years)

Investors Capital Corp

2012 - 2014 (2 years)

Invest Financial Corp

2012 - 2014 (2 years)

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.

Disclosures

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

Eric Matthews
Fort Mill, SC
Hyun Song
Vienna, VA
Robert Notarfrancesco
Bridgeport, CT
Rebecca Chiccino
Charlestown, MA
Kevin Harvey
Chico, CA
Gregory Mason
Biloxi, MS
Keith Clark
Corpus Christi, TX
Joseph Praino
Purchase, NY

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 profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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