Teresa Lynn De la torre
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- LPL Financial LLCAug 2026 to now
- U.S. Bancorp Advisors, LLCFeb 2026 to Aug 2026
- U.S. Bancorp Investments, Inc.Dec 2022 to Feb 2026
- Morgan StanleyAug 2021 to Sep 2022
- Northwestern Mutual Wealth Management CompanyJul 2019 to Jul 2021
- John HepworthMay 2019 to Jul 2021
- Northwestern Mutual Investment Services LLCMay 2019 to Jul 2021
- Wells Fargo Clearing Services LLCOct 2017 to May 2019
- UBS Financial Services IncJul 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 4157579
- Firm CRD
- 6413