Angel Perez is a CFP-designated registered investment advisor at LPL Financial LLC, based in Folsom, CA, 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
2240 E Bidwell St, Folsom, CA, 95630
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Angel owns GALA Properties LLC, a real estate rental business, since 2005. She also operates PGL Financial as a DBA for her LPL business, dedicating nearly full-time hours to it. Additionally, Angel owns PGL Tax Advisors, providing tax preparation and accounting services, taking about half of her time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ideal Life Financial Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Cambridge Legacy Advisors, INC.
Cambridge Legacy Securities L.L.C.Broker
Qa3 Financial CORP.Broker
Qa3 Financial LLC
1st Global Advisors INC
1st Global Capital CORP.Broker
Pension Planners Securities, INC.Broker
Usallianz Securities, INC.Broker
Pension Planners Securities, INC.Broker
State Registrations7 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.