Juan Pablo Bejarano, Cfp, financial advisor Miami FL
93 score

Juan Pablo Bejarano, Cfp

CRD Number: 6026960
Current Firm: Lpl Financial LLC

Juan Pablo Bejarano, Cfp (CRD# 6026960) is an Investment Advisor Representative working at Lpl Financial LLC in Miami, FL and has over 4 years of experience in the finance industry. Juan Pablo Bejarano, Cfp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Miami, FL Jan 2013 - Current 5
Independent Financial Partners Tampa, FL Aug 2013 - Jan 2014 < 1
University Of Tampa Tampa, FL Jan 2011 - Oct 2012 1
Rivera Restaurant Los Angeles, CA May 2011 - Aug 2011 < 1
Student Unemployed Tampa, FL Aug 2010 - Jan 2011 < 1
Volusia County Beach Patrol Daytona Beach, FL May 2008 - Aug 2010 2
Firehouse Subs Port Oragne, FL Jan 2007 - May 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Juan Pablo Bejarano, Cfp
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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