Francesco SetolaCRD Number: 6243974
Current Firm: Lpl Financial LLC
Francesco Setola (CRD# 6243974) is an Investment Advisor Representative working at Lpl Financial LLC in Sherman Oaks, CA and has over 8 years of experience in the finance industry.
Awm Capital, LLC
Global Retirement Partners LLC
Wedbush Securities Inc.
|Tori Samuel||Sherman Oaks, CA||Dec 2018 - Current||3|
|Lpl Financial LLC||Sherman Oaks, CA||Jul 2021 - Jul 2021||< 1|
|Waddell & Reed, Inc.||Sherman Oaks, CA||Dec 2018 - Jul 2021||2|
|Various Insurance Carriers For W&r Insurance Agencies||Newbury Park, CA||Dec 2018 - Jul 2021||2|
|Prudential Insurance Company Of America||Los Angeles, CA||Feb 2018 - Dec 2018||< 1|
|Pruco Securities, LLC||Los Angeles, CA||Feb 2018 - Dec 2018||< 1|
|Foresters Financial||Pasadena, CA||Apr 2014 - Feb 2018||3|
|First Investors Corporation||Pasadena, CA||Sep 2013 - Apr 2014||< 1|
|Hotel Del Coronado||Coronado, CA||May 2013 - Sep 2013||< 1|
|San Diego State University||San Diego, CA||Jan 2011 - May 2013||2|
|Bubs At The Ballpark||San Diego, CA||Apr 2011 - May 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2013|
|S65||NASAA Investment Advisors Law Examination||Dec 2017|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- 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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