Sandra Esqueda
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 LLCAug 2025 to now
- Mechanics BankAug 2025 to now
- Hughes Ave Place LLCApr 2025 to now
- JP Morgan Securities LLCNov 2019 to Jul 2025
- JPMorgan Chase Bank, N.A.Nov 2019 to Jul 2025
- Valic Financial Advisors, Inc.May 2019 to Nov 2019
- Scf Investment Advisors, IncApr 2018 to Apr 2019
- Scf Securities, IncApr 2018 to Apr 2019
- LPL Financial, LLCJul 2009 to Mar 2018
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
- 5507197
- Firm CRD
- 6413