Eliab Alonzo is a registered investment advisor at LPL Financial LLC, based in Mcallen, 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
4900 W Express Way Ste 108, Mcallen, TX, 78501
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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.