Ana Pasion is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 22 years of industry experience. Ana 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
7676 Hazard Center Drive Suite 1050, San Diego, CA, 92108
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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 →Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
First Allied Securities, INC.
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
First Allied Securities, INC.Broker
State Registrations53 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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