Alexander Apodaca
Alexander Apodaca is a registered investment advisor at LPL Financial LLC, based in Walnut, CA, with 8 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
515 N Grand St Ste B, Walnut, CA, 91789
Get directionsHistory
Regulatory History (2)
Judgment / Lien
September 2024Financial
April 2016Other Business Activities
Alexander is affiliated with Schools First Federal Credit Union, SchoolsFirst Investment Services, and SchoolsFirst Retirement Planning. These are all investment-related activities at his reported business location.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
State Registrations2 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.