Adam Pasquale Iosue
Investment adviser representative at LPL Financial LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
Are you Adam Pasquale Iosue? 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
16 years in the industry.
- LPL Financial LLCApr 2025 to now
- Charles Schwab & Co., Inc.May 2020 to Mar 2025
- Charles Schwab Bank, SsbMay 2020 to Mar 2025
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Advisors, Inc.Oct 2010 to May 2020
- USAA Financial Planning ServicesOct 2010 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5850767
- Firm CRD
- 6413