Eileen Restrepo is a registered investment advisor at LPL Financial LLC, based in Sweetwater, FL, with 24 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
1500 NW 107th Ave, Sweetwater, FL, 33172
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eileen operates under several DBAs for her LPL business, including Tropical Financial Investment & Insurance Services, We Wealth Affinity, and Dade County Federal Wealth Management. She also owns rental real estate and works as an independent secret shopper for a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Signator Financial Services, INC.Broker
Allstate Financial Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Investacorp, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Colonial Brokerage, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Atlas Securities, LLCBroker
Ifmg Securities, INC.Broker
Atlas Securities, INC.Broker
State Registrations17 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.