Myra Perez
Myra Perez is a registered investment advisor at LPL Financial LLC, based in Des Plaines, IL, with 18 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
Des Plaines, IL
Get directionsHistory
Regulatory History (4)
Financial
September 2024Financial
July 2024Financial
December 2023Financial
December 2022Other Business Activities
Myra operates her LPL business through Wintrust Investments. This activity is investment-related and takes nearly all of Myra's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wintrust Investments
Wintrust Investments LLCBroker
State Registrations36 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.