Fernando Cruz, financial advisor Mundelein IL

Fernando Cruz

CRD 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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Company Name Location Dates Years
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
Contact Info for Fernando L. Cruz
Phone Number: 704-733-3300
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
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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