Andrew Vasquez is a registered investment advisor at LPL Financial LLC, based in Tampa, FL, with 12 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
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is the owner of Hall of Fame Coaching Corp, a business entity for tax/investment purposes, dedicating nearly full-time hours to it. He also operates Higher Standards Financial Planning as a DBA for his LPL business, owns rental real estate, and serves as a military reservist in the US Air Force Reserves, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Command Advisory Services
First Command Financial Planning, INC.
First Command Brokerage Services, INC.Broker
State Registrations11 states
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