Rafael MolinaCRD Number: 4774304
Current Firm: Lpl Financial LLC
Rafael Molina (CRD# 4774304) is an Investment Advisor Representative working at Lpl Financial LLC in Melbourne Beach, FL and has over 17 years of experience in the finance industry. Rafael Molina has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Truist Advisory Services, Inc.
Wells Fargo Clearing Services, LLC
Kestra Advisory Services, LLC
|Lpl Financial||La Jolla, CA||Jun 2020 - Current||2|
|Unionbanc Investment Services LLC||San Mateo, CA||Oct 2005 - Jun 2020||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2005|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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