Valerie Cisneros
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCAug 2020 to now
- Sgc Financial and Insurance ServicesMay 2019 to now
- Central Coast DesignsOct 2018 to now
- Securian Financial Services IncMay 2019 to Jul 2020
- Torrin Vineyard IncOct 2018 to Dec 2019
- Orora LandsbergMar 2018 to Sep 2018
- Morgan Stanley Private Bank, National AssociationJul 2017 to Feb 2018
- Morgan Stanley Wealth ManagementJul 2017 to Feb 2018
- UBS Financial Services IncMar 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
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
- 5264372
- Firm CRD
- 6413