Welthon Perez
Welthon Perez is a registered investment advisor at LPL Financial LLC, based in North Miami Beach, FL, 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
North Miami Beach, FL
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
Welthon operates under the DBA Atlantic Capital Advisors for his LPL business. He also owns rental real estate and sells non-variable insurance through Ohio State Life Insurance Co, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.Broker
Terra Securities CorporationBroker
Capital Brokerage CorporationBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Gkn Securities CORP.Broker
State Registrations5 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.