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CFP

Angel Perez

LPL Financial LLC
29 Years of Experience
Folsom, CA
Broker
View SEC Summary
View SEC Summary

Angel Perez is a CFP-designated registered investment advisor at LPL Financial LLC, based in Folsom, CA, with 29 years of industry experience. Angel 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2240 E Bidwell St, Folsom, CA, 95630

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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 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
April 2020 - Present · 6 yrs 6 mos
LPL Financial LLC
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Ideal Life Financial Advisors, LLC
May 2012 - July 2020 · 8 yrs 2 mos
LPL Financial LLC
April 2012 - March 2013 · 11 mos
LPL Financial LLCBroker
April 2012 - January 2019 · 6 yrs 9 mos
Cambridge Legacy Advisors, INC.
February 2011 - December 2012 · 1 yr 10 mos
Cambridge Legacy Securities L.L.C.Broker
February 2011 - May 2012 · 1 yr 3 mos
Qa3 Financial CORP.Broker
December 2009 - February 2011 · 1 yr 2 mos
Qa3 Financial LLC
December 2009 - February 2011 · 1 yr 2 mos
1st Global Advisors INC
January 2006 - November 2009 · 3 yrs 10 mos
1st Global Capital CORP.Broker
September 2004 - November 2009 · 5 yrs 2 mos
Pension Planners Securities, INC.Broker
October 2002 - September 2004 · 1 yr 11 mos
Usallianz Securities, INC.Broker
February 2000 - October 2002 · 2 yrs 8 mos
Pension Planners Securities, INC.Broker
June 1997 - February 2000 · 2 yrs 8 mos
State Registrations7 states
CAFLIDNVORTXWA
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.
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