Fernando Montemayor
Fernando Montemayor is a registered investment advisor at LPL Financial LLC, based in Laredo, TX, with 26 years of industry experience. Fernando 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
5800 San Dario Ave, Laredo, TX, 78040
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Fernando operates under DBAs IBC Investment Services and Financial Resources Group. He also processes life, health, disability, and long-term care insurance business through IBC Insurance Agency, spending minimal time on this. Additionally, Fernando co-owns rental property and undeveloped land with his father and has a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
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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