Gustavo Caballero (CRD# 4271734) is an Investment Advisor Representative working at Lpl Financial LLC in Miami, FL and has over 23 years of experience in the finance industry.
CRD# 1104730
Cetera Investment Advisers LLC
CRD# 2845657
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6904269
Fdi Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Miami, FL | Mar 2013 - Current | 11 |
| Space Coast Credit Union | Miami, FL | Mar 2013 - Aug 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2006 |
- FL
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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