Lawrence Pizzella (CRD# 6616698) is an Investment Advisor Representative working at Aria Wealth Management in Saratoga, CA and has over 8 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aria Wealth Management | San Jose, CA | Jul 2017 - Current | 6 |
| Institute For Wealth Management | Denver, CO | Mar 2017 - Current | 7 |
| Legacy Wealth Advisors | San Jose, CA | Jan 2013 - Current | 11 |
| Concert Wealth Management, Inc. | San Jose, CA | Feb 2016 - Sep 2017 | 1 |
| Concert Capital Management | San Jose, CA | Apr 2014 - Feb 2017 | 2 |
| Sowell Financial Services, LLC | North Little Rock, AR | Sep 2016 - Jan 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- CA
-
Total Assets Under Management194MILLIONS
-
Total Number of Accounts649ACCOUNTS
-
Average Account Value$299,424
- A percentage of assets under your management
- Hourly charges
- 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)
AL, AR, CA, FL, GA, TX
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