Advisor at LPL Financial
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Firm
LPL Financial
Location
Brawley, CA 92227
Credentials
Series 63, Series 66
Industry experience
13 years
Francisco Cossio Franco is a financial advisor with LPL Financial in Brawley, CA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at Unionbanc Investment Services and Union Bank from 2010 to 2020. Outside of his advisory role, he is involved in ride-sharing and auto leasing and is a commissioned notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of financial planning and asset management solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.
Based on LPL Financial
Based on LPL Financial
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
605 H St Ste 100
Brawley, CA 92227
California
LPL Financial
2020 - Present (6 years)
Unionbanc Investment Services
2012 - 2020 (8 years)
Union bank
2010 - 2020 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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