Gilles Roland Mulard
Investment adviser representative at LPL Financial LLC
18 yearsExperience
8 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
18 years in the industry.
- LPL Financial LLCJul 2021 to now
- Mcm Partners Erie LLCJan 2020 to Jul 2021
- Score Chapter 193 for ErieAug 2014 to Jun 2020
- Gilles R MulardOct 2013 to Jul 2021
- Mulard Consulting LLCAug 2013 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesMar 2012 to Jul 2021
- Waddell & Reed, IncMar 2012 to Jul 2021
- French TeacherJan 2009 to Jul 2021
- Wine ConsultantJan 2009 to Jul 2021
- Jacqueline Properties LLCOct 2008 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 8 states (CA, CT, FL, GA, MD, OH, PA, 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
- 4987956
- Firm CRD
- 6413