Andre Ramirez
Andre Ramirez is a CFP-designated registered investment advisor at LPL Financial LLC, based in Long Beach, CA, with 14 years of industry experience. Andre 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
2165 Spring Street, Long Beach, CA, 90806
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andre is an insurance agent selling life insurance, disability, and long-term care insurance, dedicating about 10-20% of his time to this activity. He also works full-time providing wealth management, financial planning, and investment advisory services for The Ameriflex Group and Mancuso Wealth Management LLC.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Osaic Wealth, INC.Broker
The Ameriflex Group
Sagepoint Financial, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
J.P. Morgan Securities LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
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.
Exams
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