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Felix Lemarinel

LPL Financial LLC
21 Years of Experience
Murfreesboro, TN
1 DisclosureBrokerSells Insurance
View SEC Summary
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Felix Lemarinel is a registered investment advisor at LPL Financial LLC, based in Murfreesboro, TN, with 21 years of industry experience. Felix 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Murfreesboro, TN

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2023
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Felix is a blog writer/author, owner of a business entity for tax/investment purposes, and sells fixed insurance through World Financial Group. These activities take minimal time.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2023 - Present · 3 yrs 8 mos
LPL Financial LLC
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Transamerica Financial Advisors, INC.
January 2012 - February 2023 · 11 yrs 1 mo
Transamerica Financial Advisors, INCBroker
January 2012 - February 2023 · 11 yrs 1 mo
Investment Advisors International, INC.
January 2007 - January 2012 · 5 yrs
World Group Securities, INC.Broker
February 2005 - January 2012 · 6 yrs 11 mos
State Registrations10 states
AZCACOFLILMNORTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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