Arlen Menicucci
Investment adviser representative at LPL Financial LLC
18 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
18 years in the industry.
- LPL Financial LLCJun 2026 to now
- BMO Bank NAMar 2026 to now
- U.S. Bancorp Advisors, LLCFeb 2026 to Mar 2026
- U.S. Bancorp Investments, Inc.May 2023 to Mar 2026
- U.S. BankMay 2023 to Mar 2026
- Unionbanc Investment ServicesMar 2012 to May 2023
- Union BankFeb 2008 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2026
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
- 6029347
- Firm CRD
- 6413