Rodolfo Zamora
Rodolfo Zamora is a registered investment advisor at LPL Financial LLC, based in Metaire, LA, with 22 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
6620 Riverside Dr, Suite 102, Metaire, LA, 70003
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Regulatory History (1)
Regulatory
March 2010Other Business ActivitiesSells Insurance
Rodolfo is an insurance agent selling life, long-term care, disability, and fixed annuities since 2009, dedicating about 10-20% of his time. He also operates as Red Zone Financial Advisor, a DBA for his LPL business, and owns Ben Zamora LLC for tax/investment purposes, dedicating full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
MML Investors Services, 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.