SC
SC

Salvador Chavez

17 Years of Experience
El Paso, TX
Broker

Salvador Chavez is a registered investment advisor at LPL Financial LLC, based in El Paso, TX, 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
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.

Loading...

Location

1226 Golden Key Circle, El Paso, TX, 79925

Get directions

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.

Learn about disclosures →
Other Business Activities

Salvador operates Mammoth Rock Investments as a DBA for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
July 2022 - Present · 3 yrs 10 mos
LPL Financial LLCBroker
July 2022 - Present · 3 yrs 10 mos
LPL Financial LLC
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Swbc Investment Services, LLCBroker
March 2009 - June 2022 · 13 yrs 3 mos
Swbc Investment Company
March 2009 - June 2022 · 13 yrs 3 mos
Compass Brokerage, INC.
November 2008 - January 2009 · 2 mos
Compass Brokerage, INC.Broker
November 2008 - January 2009 · 2 mos
Wells Fargo Investments, LLC
June 2008 - November 2008 · 5 mos
Wells Fargo Investments, LLCBroker
May 2008 - November 2008 · 6 mos
State Registrations8 states
AZCAIDNMOKPATXVA
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.
Salvador Chavez - Financial Advisor | TrueAdvisor