Peggine Tellez
Peggine Tellez is a registered investment advisor at LPL Financial LLC, based in Santee, CA, with 23 years of industry experience. Peggine 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
Santee, CA
Get directionsHistory
Regulatory History (2)
Judgment / Lien
February 2022Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Peggine is an agent selling term life, whole life, and long-term care insurance since 2003. This activity takes about a quarter of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations6 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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