Carlos BenavidesCRD Number: 5425251
Current Firm: Lpl Financial LLC
Carlos Benavides (CRD# 5425251) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 10 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Lpl Financial||San Antonio, TX||Jul 2015 - Current||2|
|Ibc Bank||San Antonio, TX||Jul 2015 - Current||2|
|Unemployed||San Antonio, TX||Jun 2015 - Jul 2015||< 1|
|University Of Texas At San Antonio||San Antonio, TX||Jan 2013 - May 2015||2|
|Merrill Lynch, Pierce, Fenner & Smith||San Antonio, TX||Dec 2012 - Mar 2015||2|
|Citigroup||Los Angeles, CA||Nov 2012 - Dec 2012||< 1|
|Banamex Usa||Mcallen, TX||Nov 2010 - Dec 2012||2|
|Citigroup Global Markets Inc.||Los Angeles, CA||Nov 2010 - Dec 2012||2|
|Chase Investment Services Corp||Mcallen, TX||Nov 2008 - Nov 2010||2|
|Bbva Investments Inc.||Mcallen, TX||Oct 2007 - Oct 2008||1|
|The Laredo National Bank||Brownsville, TX||Sep 2006 - Oct 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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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