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Gilbert Gil

16 Years of Experience
San Diego, CA
Broker

Gilbert Gil is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 16 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.

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Location

10150 Meanley Drive, First Floor, San Diego, CA, 92131

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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.

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Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr
LPL Financial LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Cuso Financial Services, L.P.
December 2021 - May 2025 · 3 yrs 5 mos
Cuso Financial Services, L.P.Broker
December 2021 - May 2025 · 3 yrs 5 mos
LPL Financial LLC
March 2021 - December 2021 · 9 mos
LPL Financial LLCBroker
March 2021 - December 2021 · 9 mos
U.S. Bancorp Investments, INC.Broker
June 2017 - March 2021 · 3 yrs 9 mos
U.S. Bancorp Investments, INC.
June 2017 - March 2021 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2016 - June 2017 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2016 - June 2017 · 1 yr 2 mos
U.S. Bancorp Investments, INC.
May 2010 - March 2016 · 5 yrs 10 mos
U.S. Bancorp Investments, INC.Broker
February 2010 - March 2016 · 6 yrs 1 mo
Edward Jones
August 2008 - February 2009 · 6 mos
Edward JonesBroker
August 2008 - February 2009 · 6 mos
State Registrations1 state
CA
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.
Gilbert Gil - Financial Advisor | TrueAdvisor