Marcelo
Bernardo

Lpl Financial LLC

CRD#2248872
Investment Advisor
in Torrance, CA
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About this Advisor

Marcelo Bernardo is a financial advisor working in Torrance, California, who has 10 years of financial industry experience. Bernardo is an employee of Lpl Financial LLC. During their career, the advisor has held roles at Lpl Financial and Applied Financial Planning, Inc. Bernardo has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Lpl Financial LLC is an advisory business that has its headquarters in Torrance, California. The company has offices in 8,011 locations and a total of 22,703 people on staff. It handles $153 billion in assets between its 680,466 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 899 charitable organizations. Of its 680,466 accounts, 23% are associated with high-net-worth investors who have at least $1 million in investable assets. Lpl Financial LLC offers a number of services, including 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. A financial advisor's fees typically are based on the type of financial services provided. Fees charged by Lpl Financial LLC can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

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

Disclosures

Yes

Office Location

3655 Torrance Blvd 3Rd Fl
Torrance, CA 90503

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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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

Marcelo Bernardo Work History

Marcelo has 10 years of experience.

2012 - Present (7 years)

Applied Financial Planning, Inc

2008 - Present (11 years)

Lpl Financial

Disclosures

Marcelo Bernardo has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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