Olga Espiritu
Olga Espiritu is a CFP-designated registered investment advisor at LPL Financial LLC, based in Weston, FL, with 18 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
1825 Main Street Suite 14, Weston, FL, 33326
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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
Olga operates Tree of Life Wealth Advisory Group and Women's Financial Planning Boutique as DBAs for her LPL business, and Crowned Realty LLC for tax/investment purposes. She also sells non-variable insurance through Good Life IA and Alpha Solutions Management, owns rental real estate, and is an author; the insurance sales and authoring each take a few hours per week, while the Women's Financial Planning Boutique takes about half of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations11 states
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