Skip to content

Veronica Murillo

Investment adviser representative at LPL Financial LLC
9 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business

Are you Veronica Murillo? Claim your profile

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

9 years in the industry.

  1. LPL Financial, LLCNov 2009 to now
  2. Fit Money, LLCJan 2018 to Feb 2018
  3. LyftSep 2016 to Apr 2017
  4. Truine NetworkJul 2012 to Apr 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 3 states (OR, TX, WA).

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
4937740
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
CallContact this firm