Lpl Financial LLC
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About this Advisor
Maria Barela is a certified financial planner who lives in Denver, Colorado. Currently a registered investment advisor with Lpl Financial LLC, they have gathered 16 years of professional experience in the financial advisory industry. Barela holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Barela can serve customers based out of Colorado and Texas. Barela has gained experience at A.G. Edwards & Sons, Inc, Wachovia Securities, LLC, Wells Fargo Advisors and Lpl Financial, LLC. Lpl Financial LLC is headquartered in Denver, Colorado, and operates out of 8,011 additional locations throughout the country. Overall, Lpl Financial LLC manages $153 billion in assets throughout 680,466 client accounts and retains more than 22,703 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Lpl Financial LLC offers 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 firm may charge clients 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
Maria Barela Work History
Maria has 16 years of experience.
Lpl Financial, LLC
Wells Fargo Advisors
Wachovia Securities, LLC
A.G. Edwards & Sons, Inc
Maria Barela has no disclosures.
Please visit their SEC profile for more details.