Allan Alcayde is a registered investment advisor at LPL Financial LLC, based in Pleasanton, CA, with 28 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
6654 Koll Center Parkway #345, Pleasanton, CA, 94566
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Allan operates his LPL business under two DBAs: FB Financial Services and FB Investment Services. He dedicates full-time hours to these investment-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Fiserv Investor Services, INC.Broker
Cal Fed InvestmentsBroker
Wma Securities, INC.Broker
First Investors CorporationBroker
State Registrations12 states
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.