Elizabeth Sabu Pattarettu
Investment adviser representative at LPL Financial LLC
31 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
31 years in the industry.
- LPL Financial LLCOct 2024 to now
- Senior Citizens Advisory Board, City of Las VegasJun 2017 to now
- Transamerica Financial Advisors, IncMar 2021 to Oct 2024
- Transamerica Financial Advisors, IncFeb 2017 to Dec 2020
- United Companies LLCJun 2016 to Mar 2018
- Transamerica Financial Advisors, IncJan 2012 to Dec 2016
- University Medical CenterMar 1998 to Oct 2022
- Rental PropertyFeb 1995 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 5276711
- Firm CRD
- 6413