Samuel Izaguirre
Samuel Izaguirre is a registered investment advisor at LPL Financial LLC, based in Miami Lakes, 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
6625 Miami Lakes Dr Ste 444, Miami Lakes, FL, 33014-2702
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Regulatory History (1)
Customer Dispute
July 2020Other Business ActivitiesSells Insurance
Samuel is involved in several business activities, including SI Wealth Management, LLC, S & J Family Properties, LLC, Saybrus Partners, LLC, and NexAnnuity/Reliance Standard. He dedicates about 10-20% of his time to SI Wealth Management and a few hours per week to Saybrus Partners and NexAnnuity/Reliance Standard, which involve non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
LPL Financial LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
State Registrations13 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.