Ilan Cuellar
Ilan Cuellar is a CFP-designated registered investment advisor at LPL Financial LLC, based in Houston, TX, with 20 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
3730 Kirby Dr Ste 1200, Houston, TX, 77098
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Ilan operates under the DBA Cuellar Financial Group and owns rental real estate, dedicating minimal time to the latter. Ilan also sells non-variable insurance, including disability, auto, and homeowner's insurance, and is a Texas notary, spending minimal time on it. Ilan also has a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations14 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.