Valery Capuchino
Valery Capuchino is a registered investment advisor at LPL Financial LLC, based in Mcallen, TX, with 2 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
2900 W Expy 83, Mcallen, TX, 78501
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Regulatory History (1)
Criminal
May 2014Other Business Activities
Valery operates IBC Investment Services as a DBA for their LPL business since June 2021. Additionally, Valery owns "Ballons By Val" and works as a Farmasi Influencer, dedicating minimal time to each of these ventures.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 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.