Yocari Lara
Yocari Lara is a registered investment advisor at LPL Financial LLC, based in Weehawken, NJ, with 13 years of industry experience. Yocari is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Weehawken, NJ
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 LLCBroker
LPL Financial LLC
LPL Financial LLC
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.
Exams
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