Eliab Alonzo
Eliab Alonzo is a registered investment advisor at LPL Financial LLC, based in Rio Grande City, TX, with 20 years of industry experience. Eliab 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
200 N Britton Ave, Rio Grande City, TX, 78582
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2024Customer Dispute
August 2017Other Business Activities
Eliab operates his LPL business under the DBA Goldenbridge Wealth. He also owns Aleph Enterprises, LLC, a real estate rental business, dedicating minimal time to it, and serves as a for-profit board member at Citizens State Bank, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Summit Financial Group INC
Cetera Advisor Networks LLCBroker
Bbva Securities INC.Broker
Bbva Wealth Solutions INC.
St Johns Wealth Management
Bbva Compass Investment Solutions, INCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations2 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.