Beatriz Llano is a registered investment advisor at Popular Securities, LLC, based in San Juan, PR, with 23 years of industry experience. Beatriz is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,403 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Popular Securities charges an annual fee for managing your investment portfolio, which has a cap of 2.50% of your total assets in the FMAX Program or 1.10% for the Fixed Income Program. The total fee is negotiated on a case-by-case basis and can be calculated using either a tiered fee schedule (where the rate decreases as your portfolio value increases) or a single flat fee rate applied to all assets.
This fee covers services from Popular Securities, the platform sponsor, and the investment managers, but it does not cover third-party fund expenses, certain trading costs, or custodial fees.
Location
208 Ponce de Leon Ave, POPULAR CENTER Suite 1200, San Juan, PR, 00918
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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 Activities
Beatriz is the Chief Financial Officer at Popular Assets Management, a banking institution. This role takes about 10-20% of her time and she receives a salary as compensation.
Employment History
Current Registrations
Popular Securities, LLC
Popular Securities, LLCBroker
Previous Registrations
Investec (US) IncorporatedBroker
State Registrations1 state
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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