Louis Civitarese (CRD# 6405094) is an Investment Advisor Representative working at Lpl Financial LLC in Bridgeville, PA and has over 8 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Three Rivers Diversified Capital | Bridgeville, PA | May 2023 - Current | < 1 |
| Lpl Financial | San Diego, CA | May 2023 - Current | < 1 |
| Stratos Wealth Advisors, LLC | Seven Fields, PA | Dec 2020 - May 2023 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sewickley, PA | Jun 2018 - Nov 2020 | 2 |
| Independent Options On Futures Trader | Bridgeville, PA | Jul 2016 - Jun 2018 | 1 |
| Bank Of America, N.a. | Knoxville, TN | Aug 2015 - Jul 2016 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Knoxville, TN | May 2015 - Jul 2016 | 1 |
| Three Rivers Diversified Capital LP | Bridgeville, PA | Jan 2012 - May 2016 | 4 |
| Boston College | Newton, MA | Sep 2013 - May 2015 | 1 |
| Tully And Holland Incororated | Wellesley, MA | Oct 2014 - Mar 2015 | < 1 |
| Wells Fargo And Company | Charlotte, NC | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- PA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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