Alexis Villarreal
Alexis Villarreal is a 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
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Regulatory History (1)
Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Alexis operates Strategic Insights Financial Planning Group as a DBA for their LPL business, dedicating nearly full-time hours to it. Alexis also engages in independent insurance brokering with Mutual of Omaha, focusing on non-variable insurance, spending a few hours per week. Finally, Alexis spends minimal time on Puro 956 LLC, a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations4 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.