Jaqueline Bernal, financial advisor San Ysidro CA
90 score

Jaqueline Bernal

CRD Number: 5995775
Current Firm: Lpl Financial LLC

Jaqueline Bernal (CRD# 5995775) is an Investment Advisor Representative working at Lpl Financial LLC in San Ysidro, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Chula Vista, CA Aug 2015 - Current 1
Bank Of America, N.a. San Diego, CA Dec 2013 - Aug 2015 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego, CA Nov 2013 - Aug 2015 1
Clinton Cooper La Jolla, CA Jul 2012 - Oct 2013 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Jul 2012 - Oct 2013 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso, TX Oct 2011 - Jul 2012 < 1
El Paso Institute Of Eye Surgery El Paso, TX Apr 2009 - Oct 2011 2
Univ. Of Texas/el Paso El Paso, TX Aug 2003 - Aug 2011 8
City Of El Paso El Paso, TX Oct 2009 - Jun 2010 < 1
Tag International El Paso, TX May 2009 - Jun 2009 < 1
Veloz Notary And Tax Services El Paso, TX Jan 2009 - Apr 2009 < 1
State Farm El Paso, TX Jul 2008 - Jan 2009 < 1
Veloz Notary And Tax Services El Paso, TX Jan 2008 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Jaqueline Bernal
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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