Yvonne Cabral is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 29 years of industry experience. Yvonne 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
925 W 12th St, Houston, TX, 77008
Get directionsHistory
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 Registrations10 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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