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VE
CFP
VE
CFP

Valerie Escobar

LPL Financial LLC
14 Years of Experience
Overland Park, KS
View SEC Summary
View SEC Summary

Valerie Escobar is a CFP-designated registered investment advisor at LPL Financial LLC, based in Overland Park, KS, with 14 years of industry experience. Valerie operates on a fee-only basis, meaning they do not earn commissions from product sales. 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

4400 College Blvd, Ste 101, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

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
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Firstpoint Financial, LLC
May 2015 - March 2017 · 1 yr 10 mos
Mariner Wealth
December 2014 - August 2024 · 9 yrs 8 mos
Mariner Wealth Advisors
July 2014 - July 2018 · 4 yrs
Firstpoint Financial, LLC
July 2014 - January 2016 · 1 yr 6 mos
Arvest Asset Management
August 2012 - June 2014 · 1 yr 10 mos
State Registrations3 states
KSMOTX
Advisor

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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