Lpl Financial LLC
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About this Advisor
Marcelo Bernardo is a financial advisor working out of Woodland Hills, California, who has 11 years in the industry. Bernardo currently works for Lpl Financial LLC. Their career trajectory has included roles at Lpl Financial and Applied Financial Planning, Inc. Bernardo maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Lpl Financial LLC is a firm that has its headquarters in Woodland Hills, California. The investment advisory business has offices in 9,519 locations and a total of 22,790 advisors. It oversees $159 billion in total assets among its 786,525 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 1,809 charitable organizations. Of its 786,525 accounts, 27% are associated with high-net-worth clients who have at least $1 million in investable assets. The company performs 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 depend on which service is offered. Fee types charged by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Marcelo Bernardo Work History
Marcelo has 12 years of experience.
Applied Financial Planning, Inc
Marcelo Bernardo has disclosures.
Please visit their SEC profile for more details.
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