Benjamin Guizlo
Benjamin Guizlo is a registered investment advisor at LPL Financial LLC, based in Riverside, CA, with 17 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
3850 Vine St, Ste 100A, Riverside, CA, 92507-4268
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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
Benjamin owns Enduring Business Management for tax/investment purposes and operates Benjamin Guizlo Insurance, selling non-variable insurance. He also uses Planable Wealth as a DBA for his LPL business and maintains sound and video equipment for Grace Community Church.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Logos Wealth Advisors, INC.
Logos Wealth Advisors, INC.
Logos Wealth Advisors, INC.
MML Investors Services, INC.Broker
Logos Wealth Advisors, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations19 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.