Mavel Becerra is a registered investment advisor at LPL Financial LLC, based in Orange, CA, 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
1045 W Katella Ave, Ste 250, Orange, CA, 92867
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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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Mavel is involved in several real estate rental businesses (DB Benwell Investment, LLC, MBO Oaks Investments, LLC, and RB2 Oaks Investments, LLC) since 2017. Mavel also operates under the DBA Marigold Financial Partners for LPL business and spends minimal time as a motivational speaker and consultant.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations3 states
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