Luis Vera is a registered investment advisor at LPL Financial LLC, based in Williston, FL, with 6 years of industry experience. Luis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
342 E Noble Ave, Williston, FL, 32626
Get directionsHistory
Regulatory History (1)
Criminal
March 2000Other Business Activities
Luis operates Seacoast Investment Services as a DBA for his LPL business since November 2022. This activity is investment-related and occurs at his reported business locations.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
State Registrations22 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.