Amanda Duran is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Antonio, TX, 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
5308 Wurzbach Rd, San Antonio, TX, 78238
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Amanda operates River City Investment Services as a DBA for her LPL business. This investment-related activity takes up nearly all of Amanda's time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Broadway Wealth Solutions
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Investment Professionals, INC.
Investment Professionals, INC.Broker
USAA Financial Planning Services
USAA Financial Advisors, 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.