Lpl Financial LLC
About this Advisor
Alfredo Quesada is an investment advisor located in Albuquerque, New Mexico. Currently an advisor with Lpl Financial LLC, they have gathered 11 years of experience as a registered investment advisor. Quesada holds a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Quesada is able to act as an advisor based out of New Mexico and Texas. Throughout their career, Quesada has worked at Kirtland Federal Credit Union and Lpl Financial LLC. Lpl Financial LLC is headquartered in Albuquerque, New Mexico, and has 9,519 additional locations in the United States. As a company, Lpl Financial LLC manages $208 billion in assets throughout 892,326 client accounts and retains more than 23,035 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 890,301 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 28% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Lpl Financial LLC offers 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 firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Alfredo Quesada Work History
Alfredo has 11 years of experience.
Kirtland Federal Credit Union
Lpl Financial LLC
Alfredo Quesada has no disclosures.
Please visit their SEC profile for more details.
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