Rafael Molina is a CFP-designated registered investment advisor at LPL Financial LLC, based in Melbourne Beach, FL, with 22 years of industry experience. Rafael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Melbourne Beach, FL
Get directionsHistory
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 →Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Dunham and Associates Investment Counsel, INC.
Dunham and Associates Investment Counsel, INC.Broker
UBS Financial Services INC.Broker
State Registrations11 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.
Exams
More Advisors
- J. MullenLPL Financial LLC
- Gary Loduca, CFP, ChFCBrookstone Wealth Advisors, LLC
- Joseph Morgan, CFA, CFPBest Financial Life
- Derek Notman, CFP, ChFCIntrepid Wealth Partners, LLC
- Donna Quinones, ChFCEdward Jones
- Ronald Nalven, CFP