Sebastian
Ruelas
Lpl Financial LLC
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About this Advisor
Sebastian Ruelas is a financial advisor operating in San Diego, California, with 1 year of relevant experience. Ruelas is on the advisory team at Lpl Financial LLC. Ruelas has gained experience at Oak Quarry Golf Club, Uc Riverside, Campus Boards, First Investors Corporation, Freelance, Trilogy Financial Services, National Planning Corporation, Trilogy Capital, Inc, Brookstone Capital Management, Sebastian Ruelas, Golden Rule Financial Planning and Lpl Financial LLC. Ruelas has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in California. Lpl Financial LLC is a firm headquartered in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It controls $368 billion in assets between its 1,688,501 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Lpl Financial LLC has a number of services, such as 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 charged by financial advisors typically depend on the type of services provided. Fees billed by Lpl Financial LLC can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Sebastian Ruelas Work History
Sebastian has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Sebastian Ruelas
Golden Rule Financial Planning
Brookstone Capital Management
Trilogy Financial Services
National Planning Corporation
Trilogy Capital, Inc
Lpl Financial LLC
Freelance
Campus Boards
First Investors Corporation
Oak Quarry Golf Club
Uc Riverside
*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 Sebastian Ruelas 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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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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