Rhonda Maxwell is a registered investment advisor at LPL Financial LLC, based in Murrieta, CA, 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
25109 Jefferson Avenue, Suite 120, Murrieta, CA, 92562
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rhonda operates her LPL business through Stratos Wealth Partners and provides investment advisory services through Stratos Wealth Partners, LTD, dedicating full-time hours to these activities. She also owns rental real estate, but spends no time on it.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations24 states
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