BB
BB

Blanca Blanco

24 Years of Experience
Houston, TX
BrokerSells Insurance

Blanca Blanco is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Houston, TX

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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 ActivitiesSells Insurance

Blanca operates under several DBAs for her LPL business: IBC Investment Services, Blanca E. Blanco Financial Advisor, and Wellby Investment Services. She is also the Owner/Executive Producer for VIVA Productions LLC dba VIVA Magazine Live, and sells non-variable insurance through National Life Group, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2019 - Present · 6 yrs 7 mos
LPL Financial LLC
October 2019 - Present · 6 yrs 7 mos
LPL Financial LLC
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
November 2015 - October 2019 · 3 yrs 11 mos
Cetera Advisors LLCBroker
November 2015 - October 2019 · 3 yrs 11 mos
J.P. Morgan Securities LLCBroker
October 2012 - October 2015 · 3 yrs
J.P. Morgan Securities LLC
October 2012 - October 2015 · 3 yrs
Chase Investment Services CORP.
January 2009 - October 2012 · 3 yrs 9 mos
Chase Investment Services CORP.Broker
January 2009 - October 2012 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - December 2008 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2005 - December 2008 · 3 yrs 2 mos
Edward JonesBroker
January 2002 - October 2005 · 3 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Blanca Blanco - Financial Advisor | TrueAdvisor