Zonia Lei
Investment adviser representative at LPL Financial LLC
17 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Zonia Lei? Claim your profile
Contact this firm
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
17 years in the industry.
- LPL Financial LLCJun 2025 to now
- Patelco Credit UnionJun 2025 to now
- Fidelity InvestmentsMar 2023 to May 2025
- Morgan StanleyApr 2021 to Mar 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2021
- Wells Fargo Advisors LLCJan 2011 to Apr 2021
- Wells Fargo BankAug 2008 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2009
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
- 5613656
- Firm CRD
- 6413