Joseph Llanas
Joseph Llanas is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lubbock, TX, with 18 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
5219 City Bank Parkway, Suite 120, Lubbock, TX, 79407
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2023Other Business Activities
Joseph is a financial advisor networking with bankers at City Bank to gain referrals, dedicating a few hours per week. He is also an employee of City Bank Wealth Management for insurance and benefit purposes, spending minimal time on this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations16 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
More Advisors
- Beth StaleyRaymond James Financial Services Advisors, INC
- Jeffrey JaynesRaymond James Financial Services Advisors, INC
- Martin Cumbie, CFPRaymond James Financial Services Advisors, INC
- Martin MillerRaymond James Financial Services Advisors, INC
- Shawn StultsRaymond James Financial Services Advisors, INC
- George Kirkland, CFPRaymond James Financial Services Advisors, INC