Nigelenn Estrella Holman
Investment adviser representative at LPL Financial LLC
15 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
15 years in the industry.
- LPL Financial LLCFeb 2025 to now
- Silver St.schl. Svcs CompanyFeb 2025 to now
- Bank of America, N.A.Dec 2019 to Feb 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2019 to Feb 2025
- UnemployedOct 2019 to Dec 2019
- Edward JonesJul 2019 to Oct 2019
- UnemployedApr 2019 to Jul 2019
- Bank of America, N.A.Feb 2018 to Apr 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2017 to Apr 2019
- Faith and SarcasmDec 2015 to Oct 2017
- Origami OwlJul 2015 to Oct 2017
- J.P. Morgan Securities LLCOct 2012 to Nov 2017
- Chase Investment Services Corp.Mar 2011 to Nov 2017
- JPMorgan Chase BankMar 2011 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 5986659
- Firm CRD
- 6413