Reynaldo Arceno
Investment adviser representative at LPL Financial LLC
12 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCJan 2026 to now
- Wells Fargo Clearing Services, LLCSep 2025 to Nov 2025
- Ameriprise Financial Services, LLCAug 2022 to Sep 2025
- Wells Fargo Clearing ServicesSep 2020 to Aug 2022
- Robert HalfMay 2020 to Aug 2020
- KforceFeb 2020 to Apr 2020
- ArtechAug 2019 to Dec 2019
- TD AmeritradeDec 2018 to Aug 2019
- UnemployedMay 2018 to Nov 2018
- Unionbanc Investment ServicesNov 2017 to Apr 2018
- UnemployedAug 2017 to Oct 2017
- Morgan StanleyJan 2017 to Jul 2017
- First ClearingJul 2015 to Dec 2016
- West Model ManagementJun 2014 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (MI, SC, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3158448
- Firm CRD
- 6413