Ximena Silva-Avila
Ximena Silva-Avila is a CFP-designated registered investment advisor at LPL Financial LLC, based in Eden Prairie, MN, with 5 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
Eden Prairie, MN
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ximena is involved in several business activities, including Perennial Financial Services, Perennial Legacy Insurance Solutions (selling non-variable insurance), and real estate rental. She also provides investment advisory services through Perennial Investment Advisors, LLC, and spends nearly full-time on these investment-related activities, and a few hours per week on insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
Perennial Financial Services
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations12 states
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