Daryl Salcedo is a registered investment advisor at LPL Financial LLC, based in Clayton, CA, with 21 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
5441 Clayton Rd, Clayton, CA, 94517
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2011Other Business Activities
Daryl operates under the DBA Travis Financial Services for his LPL business. This investment-related activity takes up nearly all of Daryl's time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations9 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.