Amanda
Aguilar

Lpl Financial LLC

CRD#6771995
Investment Advisor
in Glendale, CA

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About this Advisor

Amanda Aguilar is a financial advisor based in Glendale, California, working with Lpl Financial LLC. Amanda has previously held positions at the University Of California, San Diego, Axa-Advisors, LLC, Jp Morgan Chase Bank, N.A, Jp Morgan Securities, LLC, Ucsd Transportation, and Lpl Financial LLC. Amanda has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Amanda is part of Lpl Financial LLC, which operates out of Glendale, California. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

330 North Brand Blvd. Ste 180
Glendale, CA 91203

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

CA Average: $646,059,043
Total Number of Employees

35,841

CA Average: 13
Total Number of Accounts

1,910,545

CA Average: 661
Average Account Size

$242,588

CA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Amanda Aguilar Work History

2022 - Present (2 years)

Lpl Financial LLC

2018 - 2021 (3 years)

Jp Morgan Chase Bank, N.A

2018 - 2021 (3 years)

Jp Morgan Securities, LLC

2017 - 2018 (1 year)

Axa-Advisors, LLC

2013 - 2016 (3 years)

Ucsd Transportation

2012 - 2016 (4 years)

University Of California, San Diego

Disclosures

Please visit the SEC profile of Amanda Aguilar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Michael Kelso
Tiffin, OH
Brian Cussimanio
Lyndonville, VT
Patrick Lee
Las Vegas, NV
Nancy Eiden
Fort Lee, NJ
Kyle Paterik
Los Angeles, CA
Steven Lee
Orlando, FL
Steven Perillo
Staten Island, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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