Victor Valverde
Victor Valverde is a registered investment advisor at LPL Financial LLC, based in Edinburg, TX, with 33 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
135 Paseo Del Prado Ave Ste 25, Edinburg, TX, 78539
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 1998Customer Dispute
August 1997Other Business ActivitiesSells Insurance
Victor is an insurance agent providing fixed annuities, life/health care, disability, and long-term care insurance to clients and prospective clients since 1992. This requires minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Painewebber IncorporatedBroker
Principal Financial Securities,inc.Broker
State Registrations2 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.