Myra Perez
Myra Perez is a registered investment advisor at LPL Financial LLC, based in Des Plaines, IL, with 19 years of industry experience. Myra 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
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.
Exams
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