John Valencia
John Valencia is a registered investment advisor at LPL Financial LLC, based in Ruskin, FL, with 6 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
Ruskin, FL
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Regulatory History (1)
Financial
March 2019Other Business ActivitiesSells Insurance
John operates under the DBA "GIobaI WeaIth Management Group" for his LPL business, dedicating about a quarter of his time to it. He also works with an insurance agency from home, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations4 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.