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Lizandro Salazar

LPL Financial LLC
36 Years of Experience
San Jose, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Lizandro Salazar is a registered investment advisor at LPL Financial LLC, based in San Jose, CA, with 36 years of industry experience. Lizandro is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

99 Almaden Blvd #925, San Jose, CA, 95113

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Lizandro spends all of his time on non-variable insurance through Sequoia Wealth Advisors & Investment Management, Inc. He also has real estate rental properties in Calca, Peru and Modesto, CA, dedicating minimal time to the Modesto property.

Employment History
Current Registrations
LPL Financial LLC
February 2006 - Present · 20 yrs 8 mos
LPL Financial LLCBroker
February 2006 - Present · 20 yrs 8 mos
LPL Financial LLC
February 2006 - Present · 20 yrs 8 mos
Previous Registrations
Banc of America Investment Services, INC.Broker
July 1999 - December 2005 · 6 yrs 5 mos
Banc of America Investment Services, INC.
May 1998 - December 2005 · 7 yrs 7 mos
Ba Investment Services, INC.Broker
August 1992 - July 1999 · 6 yrs 11 mos
Dean Witter Reynolds INC.Broker
October 1989 - August 1992 · 2 yrs 10 mos
State Registrations5 states
CAFLIDNMTX
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.
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