Benjamin Henry Monreal
Financial advisor at Lpl Financial LLC · Fresno, CA
Last updated 2026-10-10
Claim your profileBenjamin Henry Monreal is a financial advisor at Lpl Financial LLC in Fresno, CA, CRD 2010473. Licenses and exams on the registration: Series 63. IAPD registration began 2001-05-03.
Registration
- CRD number
- 2010473
- Registration status
- Active
- IAPD registration
- 2001-05-03
- Industry Experience
- 25 years
- Work Experience
- 25 years
- States registered
- CA
Licenses and exams
- Series 63
Work history
- 2001-03 to Present · Lpl Financial LLC · Fresno, CA
Current employment
- Lpl Financial LLC · Fort Mill, SC
Lpl Financial LLC
- Regulatory AUM
- $819,117,829,825
- Registered advisors
- 23,458
- Offices
- 23,296
- Clients per advisor
- 84.7 (Moderate)
- Average AUM per client
- $412.2K (Low)
- High-net-worth client ratio
- 33.8% (Moderate)
Lpl Financial LLC: advisors, services and reported ETF investments
About
Benjamin Henry Monreal is a financial advisor at Lpl Financial LLC in Fresno, CA. Reported securities licenses include Series 63. The latest record indicates 25 years of industry experience and 25 years of reported work history.
SEC disclosures list additional business and community activities: (1) 10/25/2016: Ben Monreal & Associates - Dba For Lpl Business (entity For Lpl Business) - Investment Related - At Reported Business Location(s) - Start 10/01/2016 - 160 Hr/mo; 160 Hour(s) During Securities Trading (2) 2/15/2023 - Fig Garden Swim & Racquet Club - Not Investment Related - 4722 W: Maroa fresno, ca; 93704 - outside/w-2 employment - start date - 02/23/2023 - 3 hours per month/0 hours during securities trading (3) 05/22/2024 - real estate rental - investment related - arroyo grande, ca - start date 06/15/2024 - 0 hours per month/ during trading (4) 10/29/2025 - real estate rental - investment related - clovis, ca - start date 08/15/2024 - 0 hours per month/ during trading.
Lpl Financial LLC's firm-level Form ADV reports 23,458 advisors across 23,296 offices; approximately 84.7 clients per advisor, average assets per client of $412,241, and regulatory AUM of $819.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Educational Seminars or Workshops, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $318.3B across 1,914 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Benjamin Henry Monreal personally.
Reported ETF positions
LPL Financial reports 1,914 ETF positions worth $318.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $11.1B |
| QQQ — Invesco QQQ Trust, Series 1 | $7.8B |
| SPY — SPDR S&P 500 ETF TRUST | $7.4B |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $5.6B |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $4.8B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
LPL Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $4B | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $3.3B | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $471.6M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $609.6M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Lpl Financial LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Other Financial Product Salesperson
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Banking or Thrift Institution
- Insurance Company or Agency
Location
7511 Remington Avenue Ste 103, Fresno, CA 93711-5856
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
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