Eustace Fernandes
Eustace Fernandes is a registered investment advisor at LPL Financial LLC, based in Flower Mound, TX, with 25 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
3204 Long Prairie Rd Ste D, Flower Mound, TX, 75022
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 ActivitiesSells Insurance
Eustace is involved with multiple businesses, including Unbridled Insurance, TLC Financial Services LLC (an insurance agency), and The Ferns Villa LLC (real estate rental). He also sells non-variable insurance and property & casualty insurance, and dedicates full-time hours to Kendall Financial, his LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Ameritas Investment CORP.Broker
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, 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.