Manuel Espinosa
Investment adviser representative at LPL Financial LLC
17 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
17 years in the industry.
- Flagstar Bank N.A.Mar 2022 to now
- LPL Financial LLCMar 2022 to now
- Bank of America, N.A.Oct 2021 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to Mar 2022
- Cetera Investment Services LLCApr 2021 to Aug 2021
- Regions BankApr 2021 to Aug 2021
- UnemployedJun 2020 to Feb 2021
- Series 66 ExamMar 2020 to May 2020
- SabbaticalSep 2019 to Feb 2020
- Florida Atlantic UniversityJan 2019 to Aug 2019
- JP Morgan Securities LLCJan 2013 to Dec 2018
- JP Morgan Chase BankSep 2009 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6155739
- Firm CRD
- 6413