Edwin Fernandez
Edwin Fernandez is a PFS-designated registered investment advisor at LPL Financial LLC, based in Albuquerque, NM, 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
9400 Holly Ave NE, Bldg #4, Albuquerque, NM, 87122
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
Edwin operates Legacy Financial Group as a DBA for his LPL Financial business and is involved in real estate rental through Quattro Executive Center, LLC. He also works with Fernandez Financial Services, providing non-variable insurance and CPA services, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ing Financial Advisers, LLCBroker
Ing Financial Advisers, LLC
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
State Registrations13 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.