Leonardo Aguilar, financial advisor Glendale CA

Leonardo Aguilar

CRD Number: 1861228
Current Firm: Lpl Financial LLC

Leonardo Aguilar (CRD# 1861228) is an Investment Advisor Representative working at Lpl Financial LLC in Glendale, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Glendale, CA May 2022 - Current 1
Wells Fargo Clearing Services, LLC Glendale, CA Nov 2016 - Feb 2022 5
Wells Fargo Advisors LLC Glendale, CA Jan 2011 - Nov 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Leonardo Aguilar
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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