Erin Arellano is a registered investment advisor at LPL Financial LLC, based in La Mesa, CA, with 23 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
9340 Fuerte Dr, Ste 207, La Mesa, CA, 91941
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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.
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Erin has several business activities, including Macias Consulting Services (for tax/investment purposes), Coordinated Contract Services (transportation of disabled adults), and Summit Wealth Solutions/Financial (DBAs for LPL business). She also works as a tax preparer/enrolled agent, dedicating about 10-20% of her time to tax preparation and accounting.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Advisors Asset Management, INC.Broker
Advisors Asset Management, INC.
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Fixed Income Securities, LPBroker
Fixed Income Securities, LPBroker
Valubond Securities, INC.Broker
Bond Express, INC.Broker
State Registrations25 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.