Leonardo Chang
Leonardo Chang is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mcallen, TX, 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
3008 N Mccoll Road Suite A, Mcallen, TX, 78501
Get directionsHistory
Regulatory History (8)
Financial
March 2022Financial
July 2021Financial
March 2021Financial
September 2020Financial
May 2020Financial
May 2020Financial
January 2020Financial
December 2019Other Business Activities
Leonardo operates his LPL business under the name Strategic Insights Financial Planning Group, dedicating about a quarter of his time to it. He also has several real estate rental businesses and other business entities for tax/investment purposes, requiring minimal time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Edward Jones
Edward JonesBroker
AXA Advisors, LLCBroker
State Registrations14 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.