Diana Machado is a registered investment advisor at LPL Financial LLC, based in Stuart, FL. 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
759 SW Federal Hwy, Ste. 212, Stuart, FL, 34994
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Diana works for Mason Accounting & Tax Services, dedicating nearly full-time hours to this W-2 employment. She also operates Cummings Wealth Management as a DBA for her LPL business and has a business entity, DM Consulting & Tax Services, LLC, for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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