Lorenzo
Garcia
Lpl Financial LLC
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About this Advisor
Lorenzo Garcia is a financial advisor based in Houston, Texas, working with Lpl Financial LLC. Lorenzo has previously held positions at Lpl Financial, LLC, Houston's First Baptist Church, Memorial Hermann Health System, The University of Texas at Arlington, Dallas Baptist University, Blinn College, and Zb, N.A. Lorenzo has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Lorenzo is part of Lpl Financial LLC, which operates out of Houston, Texas. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Lorenzo Garcia Work History
Lpl Financial, LLC
Zb, N.A
Houston'S First Baptist Church
Memorial Hermann Health System
The University Of Texas At Arlington
Dallas Baptist University
Blinn College
Disclosures
Please visit the SEC profile of Lorenzo Garcia 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
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Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
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