Louis Giuliano (CRD# 6701756) is an Investment Advisor Representative working at Lpl Financial LLC in Victor, NY and has over 6 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Rochester, NY | Aug 2018 - Current | 5 |
| Cetera Advisors LLC | Denver, CO | Mar 2018 - Aug 2018 | < 1 |
| Axa Advisors LLC | New York, NY | Feb 2018 - Mar 2018 | < 1 |
| Unemployed | Spencerport, NY | Dec 2017 - Feb 2018 | < 1 |
| Saint John Fisher College | Rochester, NY | Sep 2015 - Dec 2017 | 2 |
| Centra Financial Group | Rochester, NY | Jun 2016 - Sep 2016 | < 1 |
| Unemployed | Spencerport, NY | Jun 2015 - Sep 2015 | < 1 |
| Monroe Community College | Rochester, NY | Sep 2013 - Jun 2015 | 1 |
| Hollister Company | Rochester, NY | May 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- NJ
- NY
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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