Taunya Villicana
Taunya Villicana is a registered investment advisor at LPL Financial LLC, based in Tucson, AZ, with 29 years of industry experience. Taunya 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
7790 N Oracle Rd Ste 140, Tucson, AZ, 85704
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2002Other Business Activities
Taunya is a managing partner at Peaks, LLC, a real estate rental business, spending minimal time on it. She also operates Aspirational Wealth Management, LLC as a DBA for her LPL business, dedicating nearly full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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