Lidia Leach is a CFP-designated registered investment advisor at LPL Financial LLC, based in Corcoran, CA, with 14 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
1045 Whitley Avenue, Corcoran, CA, 93212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lidia operates her LPL business under the DBA BMO Investment Services. She also owns rental real estate, dedicating minimal time to it, and works full-time as an advisor at BMO Bank NA.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations1 state
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