Andrea Silva
Andrea Silva is a registered investment advisor at LPL Financial LLC, based in Sacramento, CA, with 17 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
333 University Ave, Ste 200, Sacramento, CA, 95825
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2003Other Business Activities
Andrea operates Mosaic Wealth Solutions as a DBA for her LPL business, dedicating about a quarter of her time during securities trading. She also owns two rental real estate units, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.Broker
The Leaders Group, INC.Broker
Pacific West Securities, INC.Broker
Securities America, INC.Broker
Sunamerica Securities, INC.Broker
E*trade Securities LLCBroker
State Registrations6 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.