Marina Saldivar, financial advisor Victoria TX

Marina Saldivar

CRD Number: 6500271
Current Firm: Lpl Financial LLC

Marina Saldivar (CRD# 6500271) is an Investment Advisor Representative working at Lpl Financial LLC in Victoria, TX and has over 2 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial LLC Victoria, TX Sep 2023 - Current < 1
Cetera Investment Advisers LLC Victoria, TX Sep 2021 - Sep 2023 2
Cetera Investment Services LLC St Cloud, MN May 2015 - Sep 2023 8
Prosperity Bank Victoria, TX Jul 1999 - Sep 2023 24
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2021
Contact Info for Marina A. Saldivar
Phone Number: 704-733-3300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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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