Fernando CruzCRD Number: 6870671
Current Firm: Lpl Financial LLC
Fernando Cruz (CRD# 6870671) is an Investment Advisor Representative working at Lpl Financial LLC in Mundelein, IL and has over 2 years of experience in the finance industry.
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|First Midwest Bank||Wukegan, IL||Aug 2019 - Current||1|
|Lpl Financial LLC||Waukegan, IL||Aug 2019 - Current||1|
|Dfs Holding Company LLC||Mt Prospect, IL||Mar 2019 - Jun 2019||< 1|
|Bank Of America, N.a.||Burlington, WI||May 2018 - Feb 2019||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Burlington, WI||Oct 2017 - Feb 2019||1|
|Woodforest National Bank||Antioch, IL||Jun 2017 - Oct 2017||< 1|
|Velcro Usa Inc.||Boston, MA||Mar 2017 - Jun 2017||< 1|
|Velcro Usa Inc.||Boston, MA||Sep 2015 - Feb 2017||1|
|Vaislala, Inc.||Woburn, MA||Dec 2013 - Sep 2015||1|
|Unemployed||Stoneham, MA||Jan 2013 - Nov 2013||< 1|
|Zorzal Marketing||Stoneham, MA||Jan 2011 - Nov 2013||2|
|Osram Sylvania Inc.||Danvers, MA||Aug 2011 - Oct 2012||1|
|Unemployed||Stoneham, MA||Jan 2010 - Jul 2011||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2018|
Total Assets Under Management207,793MILLIONS
Total Number of Accounts892,326ACCOUNTS
Average Account Value$232,867
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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