Magda Skowron
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCMay 2025 to now
- Cuso Financial Services, LPJun 2023 to May 2025
- BMO Harris BankSep 2022 to Jun 2023
- LPL FinancialSep 2022 to Jun 2023
- J.P. Morgan Securities LLCMar 2018 to Sep 2022
- JPMorgan Chase Bank, N.A.Mar 2018 to Sep 2022
- VorwerkFeb 2018 to Sep 2018
- Transamerica Financial Advisors, IncFeb 2017 to Oct 2017
- BMO HarrisDec 2016 to Mar 2018
- World Financial Group, Inc.Dec 2016 to Oct 2017
- UnemployedAug 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6418397
- Firm CRD
- 6413