Vincent Padilla
Vincent Padilla is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 20 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
9630 Westheimer Rd, Unit 850, Houston, TX, 77063
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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
Vincent operates Premier America Investment & Retirement Services and Premier America Wealth Management Group as DBAs for his LPL business, dedicating about a quarter of his time to the latter. He is also an insurance agent with Premier America Credit Union Insurance Division, selling fixed insurance and spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wm Financial Services, INC.Broker
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.