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VERIFIEDGabriel Bustamante
LPL Financial LLC
11555 Heron Bay Boulevard
Suite 200
Coral Springs, FL 33076
954-594-4364
About LPL Financial LLC
Investing isn't just about numbers. It's about your freedom, your family, your future. Whatever your investment goals, LPL Financial advisors can help you build and preserve your wealth with clarity and confidence.
See Disclosures
General Information
Firm Start Year
CRD#
5264619
Firm CRD#
6413
Insurance License#
p081221
States Licensed in
FL, TX, PA, NJ, NC, SC, CT, MA
Years of Experience in Financial Services
18
Number of Years with Current Firm
18
Work Experience
I have been an advisor since February 2007 with MetLife financial services until July of 2016. Since July of 2016 the advisors all moved to MassMutual, and I have been here since then.
Work with the following types of clients
Businesses, Individual Investors
Foreign Languages Serviced
Spanish
Advisory Services Provided
Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning
Services
Investment Types
Mutual Funds, Annuities, Exchange Traded Funds (ETFs), Insurance
Can meet clients in the following ways
Phone, Our Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 63, Series 6, Series 65
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
Firm Information
Advisor's Number of Clients
500
Advisor's Number of Managed Clients
20
Advisor's Number of Planning Clients
25
Total Assets Under Management by Advisor
$5000000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets, Flat Fee
Fee % Based on Assets
1%
Minimum Fee Charged for Managed Accounts
$1000
Minimum Fee Charged for Hourly Planning Accounts
$1000
Education
Business Administration - Business
Florida Atlantic University
8/10/2000 -02/24/2005
Disclosures
p>RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
Disclaimer
Advisory services offered through LPL Financial, a Registered Investment Advisor. The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.