Yvonne Cabral is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 28 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
925 W 12th St, Houston, TX, 77008
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Regulatory History (1)
Employment Separation After Allegations
April 2014Other Business Activities
Yvonne operates Cabral Advisors LLC as a DBA for her LPL business, dedicating full-time hours to it. She also owns rental real estate, but spends no time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations11 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.