MF
MF

Mayrely Fernandez

12 Years of Experience
Hollywood, FL
Broker

Mayrely Fernandez is a registered investment advisor at LPL Financial LLC, based in Hollywood, FL, with 12 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

4000 Hollywood Blvd. Ste 630 N, Hollywood, FL, 33021

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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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Other Business Activities

Mayrely works for Dade Family Counseling DBA Families In Action since 2011, dedicating minimal time. She also has investment-related DBAs for her LPL business: FDR Financial Group, Financial Design Resource Group, and FDR Group, Inc., each taking about a quarter of her time.

Employment History
Current Registrations
LPL Financial LLC
December 2020 - Present · 5 yrs 5 mos
LPL Financial LLCBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Kestra Advisory Services, LLC
February 2017 - December 2020 · 3 yrs 10 mos
Kestra Investment Services, LLCBroker
January 2017 - December 2020 · 3 yrs 11 mos
Kestra Advisory Services, LLC
April 2016 - December 2016 · 8 mos
NFP Advisor Services, LLC
May 2014 - September 2016 · 2 yrs 4 mos
Kestra Investment Services, LLCBroker
March 2014 - December 2016 · 2 yrs 9 mos
State Registrations1 state
FL
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.