Marites Velena
Marites Velena is a registered investment advisor at LPL Financial LLC, based in Corona, CA, with 9 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
4740 Green River Rd, Ste 101, Corona, CA, 92878
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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
Marites works as a charge nurse at Keck Medical Center of USC and operates The Great Legacy Corporation for tax/investment purposes. She also works full-time for Gladstone Wealth Partners and TGL Wealth Management, providing investment advisory services, and spends a few hours per week selling non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Gladstone Wealth Partners
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INCBroker
State Registrations1 state
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