Francis Casarella, financial advisor Mountain Top PA
93 score

Francis Casarella

CRD Number: 5322622
Current Firm: Lpl Financial LLC

Francis Casarella (CRD# 5322622) is an Investment Advisor Representative working at Lpl Financial LLC in Mountain Top, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial East Stroudsburg, PA Apr 2015 - Current 1
Pnc Investments Hazelton, PA Apr 2007 - Apr 2015 8
Pnc Hazelton, PA Apr 2007 - Apr 2015 8
Fitness Headquarters Wilkes-barre, PA Feb 2007 - Apr 2007 < 1
Aig/american General Life & Accident Wilkes-barre, PA Jun 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
S63 Uniform Securities State Law Examination May 2008
Contact Info for Francis J. Casarella
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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