Sandra Esqueda is a registered investment advisor at LPL Financial LLC, based in Dinuba, CA, with 15 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
130 E. Tulare St., Dinuba, CA, 93618
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Regulatory History (1)
Financial
December 2020Other Business Activities
Sandra is involved in several outside business activities, including owning rental properties and working as a driver for Uber Eats, Uber, and DoorDash. These activities take minimal time each week and are not investment-related, except for one rental property.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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.