Barbara Lyn Sabol rosasco
Investment adviser representative at LPL Financial LLC
28 yearsExperience
2 statesRegistered 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
28 years in the industry.
- LPL Financial LLCJul 2021 to now
- Peninsula ConnectionsJul 2019 to Jun 2020
- San Mateo Leads ClubAug 2018 to Sep 2019
- Peninsula ConnectionsJan 2017 to Dec 2017
- Various Insurance Carriers for W & R Insurance AgenciesSep 2010 to Jul 2021
- Waddell and Reed, Inc.Aug 2010 to Jul 2021
- Kasumisou ImportsOct 2005 to Jul 2021
- Kasumisou FoundationMar 1999 to Jul 2021
- Kss Yugen Kaisha dba Kasumisou GalleryMar 1998 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 5835334
- Firm CRD
- 6413