Amado Quiroz Rivera
Investment adviser representative at LPL Financial LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
17 years in the industry.
- LPL Financial LLCApr 2026 to now
- City National BankSep 2021 to Apr 2026
- RBC Capital Markets, LLCJun 2021 to Apr 2026
- Morgan Stanley Private Bank, N.A.Jul 2018 to Jun 2021
- Morgan StanleyJun 2018 to Jun 2021
- Various Insurance Carriers for W & R Insurance AgenciesJun 2018 to Jun 2021
- Cheryl MarquezMar 2010 to Jun 2018
- Marquez & Hsieh, LLCMar 2010 to Jun 2018
- Waddell & Reed, IncMay 2009 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4936005
- Firm CRD
- 6413