Lizandro Salazar
Lizandro Salazar is a registered investment advisor at LPL Financial LLC, based in San Jose, CA, with 36 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
San Jose, CA
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Regulatory History (1)
Customer Dispute
May 2003Other 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
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Ba Investment Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations5 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.