Cesar Macedo is a CFP-designated registered investment advisor at LPL Financial LLC, based in Downey, CA, with 24 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
8255 Firestone Blvd Ste 406, Downey, CA, 90241
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Regulatory History (1)
Customer Dispute
September 2020Other Business Activities
Cesar works as a tax preparer, dedicating about 10% of his time to this activity. He also provides notary services, spending a few hours per week on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
LPL Financial LLCBroker
LPL Financial LLC
Wm Financial Services, INC.
Wm Financial Services, INC.Broker
State Registrations5 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.