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Emilio Solorzano

37 Years of Experience
Weehawken, NJ
BrokerSells Insurance

Emilio Solorzano is a registered investment advisor at LPL Financial LLC, based in Weehawken, NJ, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

4530 Park Ave Ste 2, Weehawken, NJ, 07086

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Emilio sells life, long-term care, Medicare supplement, and disability insurance, in addition to fixed annuities, dedicating about 10% of his time to this. He also sells property and casualty insurance, spending about 10-20% of his time on it, and owns rental real estate, spending minimal time on it.

Employment History
Current Registrations
LPL Financial LLC
June 2011 - Present · 14 yrs 11 mos
LPL Financial LLCBroker
June 2011 - Present · 14 yrs 11 mos
LPL Financial LLC
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
PNC Investments
March 2008 - May 2011 · 3 yrs 2 mos
PNC InvestmentsBroker
March 2008 - May 2011 · 3 yrs 2 mos
Bancnorth Investment Group, INC.Broker
May 2006 - February 2008 · 1 yr 9 mos
Essex National Securities, INC.Broker
April 2004 - May 2006 · 2 yrs 1 mo
Tfs Securities, INC.Broker
March 1992 - April 2004 · 12 yrs 1 mo
Pruco Securities CorporationBroker
February 1988 - February 1992 · 4 yrs
State Registrations4 states
FLNCNJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Emilio Solorzano - Financial Advisor | TrueAdvisor