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Archimedes Gomez

10 Years of Experience
Lakewood, CA
Broker

Archimedes Gomez is a registered investment advisor at LPL Financial LLC, based in Lakewood, CA, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

5240 Clark Avenue, Lakewood, CA, 90712

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Archimedes works for BMO Investment Services and BMO Bank NA, dedicating full-time hours to the latter. He also works at Amazon as a Sortation Center Associate, spending about 40% of his time there.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2023 - Present · 2 yrs 7 mos
LPL Financial LLC
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2021 - October 2023 · 2 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
May 2021 - October 2023 · 2 yrs 5 mos
J.P. Morgan Securities LLCBroker
January 2018 - April 2021 · 3 yrs 3 mos
J.P. Morgan Securities LLC
January 2018 - April 2021 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2016 - October 2017 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - October 2017 · 1 yr 7 mos
Farmers Financial Solutions, LLCBroker
September 2014 - January 2016 · 1 yr 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Archimedes Gomez - Financial Advisor | TrueAdvisor