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Silveria Hufstedler

19 Years of Experience
Murphy, TX
BrokerSells Insurance

Silveria Hufstedler is a registered investment advisor at LPL Financial LLC, based in Murphy, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Murphy, TX

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Silveria operates under the DBA Journey Wealth Management, LLC since 2012. She is also an insurance agent with American Group Insurance since 2019, offering Medicare Supplemental coverage to clients, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
June 2012 - Present · 13 yrs 11 mos
LPL Financial LLCBroker
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Edward Jones
May 2007 - June 2012 · 5 yrs 1 mo
Edward JonesBroker
February 2007 - June 2012 · 5 yrs 4 mos
State Registrations11 states
FLKYMENCNHNJNYOHTNTXWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Silveria Hufstedler - Financial Advisor | TrueAdvisor