Jose Bonilla
Jose Bonilla is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, with 9 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
7477 W Lake Mead Blvd Ste 170, Las Vegas, NV, 89128
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Jose is a Nevada Notary, spending minimal time on this activity. He also works with Gladstone Wealth Partners and Coyer Financial Group, dedicating full-time hours to each. Finally, Jose sells non-variable insurance through One Resource Group, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Gladstone Wealth Partners
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
World Group Securities, INC.Broker
State Registrations3 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.