Armando Fernandez
Armando Fernandez is a registered investment advisor at LPL Financial LLC, based in Doral, FL, 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
Doral, FL
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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
Armando operates under the DBA Portfolio Square Inc. for his LPL business, dedicating nearly full-time hours to it. He also sells non-variable insurance products, including health, life, disability, LTC, and annuities, spending a few hours per week on this activity, and works as a Hospice Representative about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Hbw Securities LLCBroker
Hbw Advisory Services LLC
Hbw Securities LLCBroker
American General Securities IncorporatedBroker
PFS Investments INC.Broker
State Registrations30 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.