Yocari Lara
Yocari Lara is a registered investment advisor at LPL Financial LLC, based in Paramus, NJ, with 13 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
140 E. Ridgewood Ave, Suite 415 South Tower, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (1)
Criminal
October 1995Other Business ActivitiesSells Insurance
Yocari is involved with Republic Financial Consulting, LLC, which is a DBA for securities business offering wealth management, consulting, planning, and insurance services. Yocari also has a DBA referrals role with Republic Financial Consulting LLC., dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Sw FinancialBroker
Corinthian Partners, L.L.C.Broker
MML Investors Services, LLCBroker
David Lerner Associates, INC.Broker
State Registrations7 states
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.