Nicholas
Iammarino

Lpl Financial LLC

CRD#1572617
Investment Advisor
in Carlsbad, CA
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About this Advisor

Nicholas Iammarino is a financial advisor based in Carlsbad, California, who has been in the advisory business for 32 years. Iammarino is currently employed by Lpl Financial LLC. Iammarino has gained experience at Lpl Financial LLC and Nicholas J. Iammarino. Iammarino holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Lpl Financial LLC is a registered investment firm that has its headquarters in Carlsbad, California. The investment advisory business has offices in 8,011 locations and a total of 22,703 financial advisors. It oversees $153 billion in assets under management across its 680,466 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 899 charitable organizations. Of its 680,466 accounts, 23% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm performs a number of services, such as 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. Fees for financial management typically vary depending on the financial services offered. Fee types charged by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

32 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

No

Office Location

5860 Owens Ave Ste 230
Carlsbad, CA 92008-5502

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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

Nicholas Iammarino Work History

Nicholas has 32 years of experience.

1997 - Present (22 years)

Nicholas J. Iammarino

1992 - Present (27 years)

Lpl Financial LLC

Disclosures

Nicholas Iammarino has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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