Yvonne Silguero
Yvonne Silguero is a registered investment advisor at LPL Financial LLC, based in Mission, TX, with 26 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
2003 E Griffin Pkwy, Mission, TX, 78572
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Regulatory History (3)
Customer Dispute
February 2024Customer Dispute
August 2019Customer Dispute
April 2017Other Business ActivitiesSells Insurance
Yvonne has a DBA as LSNB Investment Services, Inc. She also sells fixed annuities for American National and Genworth Life Insurance, and non-variable insurance for Ameritas, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations32 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.