Archievhal Alvarado is a registered investment advisor at LPL Enterprise, LLC, based in San Diego, CA, with 12 years of industry experience. Archievhal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
4370 La Jolla Village Drive, Suite 310, San Diego, CA, 92122-1250
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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 Activities
Archievhal is a DJ performer and sets up audio/video equipment for events through Sunset Alvarado Enterprises - Bow Tie DJ Events since 2016. This takes a few hours per week and does not occur during trading hours.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
J.P. Morgan Securities LLCBroker
Citigroup Global Markets INC.Broker
Chase Investment Services CORP.Broker
Sagepoint Financial, INC.Broker
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.