Johnny Ceballos
Johnny Ceballos is a CFP-designated registered investment advisor at LPL Financial LLC, based in Yuba City, CA, 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
1110 Civic Center Boulevard, Suite 504B, Yuba City, CA, 95993
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Regulatory History (1)
Customer Dispute
September 2020Other Business ActivitiesSells Insurance
Johnny owns rental real estate, a business entity for tax/investment purposes, and is an assistant softball coach. He is also affiliated with Golden State Wealth Management and Cornerstone Financial, and sells fixed insurance through BGA Insurance, dedicating about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
Golden State Wealth Management, LLC
Previous Registrations
Edward JonesBroker
Edward Jones
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations8 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.