Geraldo Reyes
Geraldo Reyes is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in San Antonio, TX, 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
17806 I-10 W Promenade 1, Ste 120, San Antonio, TX, 78257
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Geraldo operates his LPL business under the DBA Genesis Wealth Management, dedicating full-time hours to it. He also engages in non-variable insurance activities, spending minimal time on them.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
USAA Investment Management CompanyBroker
State Registrations10 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.