Paulette Treguboff
Paulette Treguboff is a registered investment advisor at LPL Financial LLC, based in Glendale, AZ, with 30 years of industry experience. Paulette 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
17505 N 79th Ave #216, Glendale, AZ, 85308
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2026Customer Dispute
February 2002Other Business Activities
Paulette is involved in several real estate rental activities, some through the Paulette Treguboff Trust. She also operates under the DBA Homestead Wealth Management for her LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
UBS Painewebber INC.Broker
Salomon Smith Barney INC.Broker
State Registrations38 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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