Cesar Macedo is a CFP-designated registered investment advisor at LPL Financial LLC, based in Downey, CA, with 24 years of industry experience. Cesar 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
8255 Firestone Blvd Ste 406, Downey, CA, 90241
Get directionsHistory
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.
Exams
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