McAllen, TX N McColl Road Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.
Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.
What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.
Based on LPL Financial
Expertise
Based on LPL Financial
Location
3008 N McColl Road Suite A
McAllen TX 78501
Advisors at this office
4
Advisors at this office
James C
Series 66
McAllen, TX
LPL Financial
James Credo is a financial advisor with LPL Financial in McAllen, Texas, holding a Series 66 designation and 19 years of industry experience. He previously worked at Ameriprise for 16 years before joining LPL Financial in 2024. Outside of his advisory role, Credo is involved with Pinnacle Integrated Solutions and Adaptive Tax Planning, both business entities related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.
Leonardo C
CFP®, Series 66
McAllen, TX
LPL Financial
Leonardo Chang is a financial advisor at LPL Financial with 13 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining LPL Financial in 2024, he worked at Ameriprise from 2021 to 2024 and Edward Jones from 2014 to 2021. Chang is involved in a business venture unrelated to investments, Quality Tents, representing it with limited monthly hours. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports investment strategies through a broad network of investment adviser representatives.
Alexis V
Series 66
McAllen, TX
LPL Financial
Alexis Villarreal is a financial advisor with LPL Financial in McAllen, TX, holding a Series 66 credential and 14 years of industry experience. Prior to joining LPL Financial in 2024, Alexis worked at Ameriprise and Edward Jones. Outside of advisory work, Alexis is involved in independent insurance brokering. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing diverse strategies and technology tools across advisory and brokerage platforms.
James E
CFP®, Series 66
McAllen, TX
LPL Financial
James Enriquez is a CFP® professional with 15 years of experience in financial advising. He is currently with LPL Financial and has previously worked at Ameriprise and Edward Jones. Enriquez is involved in developing CFP Board exam content and holds several non-investment-related business interests. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors utilizing various portfolio models and advisory platforms.
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