James Credo is a registered investment advisor at LPL Financial LLC, based in McAllen, TX, with 19 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
3008 N McColl Road, Suite A, McAllen, TX, 78501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James operates Strategic Insights Financial Planning Group as a DBA for his LPL business, dedicating nearly full-time hours to it. He also has interests in Pinnacle Integrated Solutions, Adaptive Tax Planning, and Puro 956 LLC, primarily for tax/investment purposes, taking about 10-20% of his time for each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations19 states
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