Juan Trevino is a registered investment advisor at LPL Financial LLC, based in Edinburg, TX, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
4812 S Jackson Rd, Edinburg, TX, 78539
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Juan volunteers as an Assistant Scoutmaster for the Boy Scouts of America, dedicating about 10-20% of his time. He also serves as a Staff Sergeant E-6 in the Texas State Guard, volunteering about 10-20% of his time, and operates as Independent Wealth Consultants, a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Waddell & Reed, INC.Broker
State Registrations8 states
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