Lucas Mijares is a CFP-designated registered investment advisor at LPL Financial LLC, based in Grass Valley, CA, with 11 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
908 Taylorville Rd, Ste 100, Grass Valley, CA, 95949
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Regulatory History
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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Lucas is a co-owner of Mijares LLC, a business entity for tax/investment purposes, but not investment-related, and spends minimal time on it. He also provides investment advisory services through Mariner Independent Advisor Network LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLC
Mariner Advisor Network
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations21 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.