Valerie Escobar
Valerie Escobar is a CFP-designated registered investment advisor at LPL Financial LLC, based in Overland Park, KS, with 13 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
4400 College Blvd, Ste 101, Overland Park, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Valerie operates under the DBAs The Buford Malone Group and BMG Advisors for her LPL business, dedicating full-time hours to these investment-related activities. She also co-signs a loan for White Bison, LLC, a real estate rental company, and owns Lawn Chicks LLC, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Firstpoint Financial, LLC
Mariner Wealth
Mariner Wealth Advisors
Firstpoint Financial, LLC
Arvest Asset Management
State Registrations3 states
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