VM
VM

Victor Mascorro

30 Years of Experience
El Paso, TX
BrokerSells Insurance

Victor Mascorro is a registered investment advisor at LPL Financial LLC, based in El Paso, TX, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

201 E. Main Dr., Ste. 1615, El Paso, TX, 79901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Victor sells fixed insurance products, including group life and disability insurance, since 2006, dedicating minimal time to this activity. Since 2008, he also sells long-term care insurance, spending about 10-20% of his time on these insurance sales.

Employment History
Current Registrations
LPL Financial LLC
July 2006 - Present · 19 yrs 10 mos
LPL Financial LLCBroker
July 2006 - Present · 19 yrs 10 mos
Previous Registrations
Raymond James Financial Services
September 2000 - July 2006 · 5 yrs 10 mos
Raymond James Financial Services, INC.Broker
September 2000 - July 2006 · 5 yrs 10 mos
Ascend Financial Services, INC.Broker
June 1996 - October 2000 · 4 yrs 4 mos
Olde Discount CorporationBroker
December 1995 - April 1996 · 4 mos
State Registrations8 states
AZCACOFLNMOKTNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.