Maria micaela Quinto-chan
Investment adviser representative at LPL Financial LLC
34 yearsExperience
2 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
34 years in the industry.
- LPL Financial LLCMay 2026 to now
- BMO Harris BankMay 2026 to now
- UnemployedJul 2025 to May 2026
- Bank of America, N.A.Dec 2022 to Jul 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to Jul 2025
- Wells Fargo Clearing Services, LLCOct 2017 to Dec 2022
- Wells Fargo Advisors LLCOct 2006 to Nov 2016
- Wells Fargo BankOct 1992 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4631407
- Firm CRD
- 6413