Eliab F. Alonzo
Investment adviser representative at LPL Financial LLC
16 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
16 years in the industry.
- LPL Financial LLCApr 2025 to now
- Aleph Enterprises, LLCJun 2020 to now
- Cetera Investment Advisers LLCJun 2023 to Apr 2025
- Cetera Advisor Networks LLCApr 2021 to Apr 2025
- Summit Financial GroupApr 2021 to May 2021
- Bbva Securities Inc.May 2013 to Apr 2021
- Bbva Wealth Solutions Inc.Oct 2010 to Apr 2021
- Bbva Compass Insurance Agency, Inc.Aug 2010 to Apr 2021
- Compass BankAug 2010 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (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
- 5098689
- Firm CRD
- 6413