TN
CFP
TN
CFP

Teresa Nino

25 Years of Experience
Kingsburg, CA
Broker

Teresa Nino is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kingsburg, CA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

1332 Draper Street, Ste E, Kingsburg, CA, 93631

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Teresa owns multiple real estate rental properties and is a coach for Optavia, a multi-level marketing company. She also operates under two DBAs, FPP Wealth Advisors LLC and Nino Family Wealth Advisors, dedicating about a quarter of her time to each.

Employment History
Current Registrations
LPL Financial LLC
January 2022 - Present · 4 yrs 4 mos
LPL Financial LLCBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2018 - January 2022 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2018 - January 2022 · 3 yrs 1 mo
Foresters Advisory Services, LLC
September 2012 - September 2018 · 6 yrs
Foresters Financial Services, INC.Broker
November 2000 - September 2018 · 17 yrs 10 mos
State Registrations10 states
AZCACOFLNENVORSCTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.