Jimmy Maldonado, financial advisor Burbank CA
58 score

Jimmy Maldonado

CRD Number: 2991263
Current Firm: Lpl Financial LLC

Jimmy Maldonado (CRD# 2991263) is an Investment Advisor Representative working at Lpl Financial LLC in Burbank, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Burbank, CA Feb 2018 - Current < 1
Invest Financial Corp Tampa, FL May 2017 - Current < 1
Logix Fcu Burbank, CA Apr 2017 - Current 1
Cetera Advisors LLC Denver, CO Oct 2016 - Apr 2017 < 1
Investors Capital Corp Lynnfield, MA Feb 2014 - Oct 2016 2
Invest Financial Corp. Burbank, CA Aug 2012 - Feb 2014 1
Logix Federal Credit Union Burbank, CA Jul 2012 - Feb 2014 1
Lpl Financial Charlotte, NC Apr 2011 - Aug 2012 1
Premier America Credit Union Simi Valley, CA Apr 2011 - Jul 2012 1
Bancwest Investment Services So. El Monte, CA Nov 2006 - Apr 2011 4
Bank Of The West So. El Monte, CA Nov 2006 - Apr 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S66 NASAA Uniform Combined State Law Examination Feb 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jimmy Maldonado
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
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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BADGES
58

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