Emilio Lira
Emilio Lira is a registered investment advisor at LPL Financial LLC, based in San Antonio, 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
4602 De Zavala Rd Ste 102, San Antonio, TX, 78249
Get directionsHistory
Regulatory History (3)
Financial
July 2021Financial
July 2019Financial
June 2019Other Business ActivitiesSells Insurance
Emilio works as an insurance agent selling insurance through various insurance carriers for W&R Insurance Agencies since 2019. Emilio also owns a rental property, dedicating about 10% of his time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Edward Jones
Edward JonesBroker
State Registrations6 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.