Alfredo
Quesada

Lpl Financial LLC

CRD#5323039
Investment Advisor
in Albuquerque, NM

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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

Series 66

Years of Experience

11 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

Disclosures

No

Office Location

6440 Gibson Blvd Se
Albuquerque, NM 87108

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

NM Average: 13
Total Number of Accounts

892,326

NM Average: 661
Average Account Size

$232,867

NM Average: $977,396

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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
  • Other

Alfredo Quesada Work History

Alfredo has 11 years of experience.

2009 - Present (12 years)

Kirtland Federal Credit Union

2009 - Present (12 years)

Lpl Financial LLC

Disclosures

Alfredo Quesada has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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