Liliana Maria Maes
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCOct 2023 to now
- M&t BankOct 2023 to now
- Principal Life Insurance CompanyFeb 2023 to Oct 2023
- Principal Securities IncFeb 2023 to Oct 2023
- JP Morgan Chase Bank N.A.Sep 2019 to Feb 2023
- JP Morgan Securities, LLCSep 2019 to Feb 2023
- AXA Advisors LLCMay 2017 to Sep 2019
- MML Investors Services, LLCJan 2014 to May 2017
- Massachusetts Mutual Life Insurance CoNov 2013 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 5483071
- Firm CRD
- 6413