Lester Peralta
Lester Peralta is a registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 20 years of industry experience. Lester 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
1226 College Walk, Honolulu, HI, 96817
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2013Other Business Activities
Lester operates under the DBA HawaiiUSA Investment & Insurance Services for his LPL business. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Edward Jones
Edward JonesBroker
State Registrations14 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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