Miguel Angel Fernandez
Investment adviser representative at LPL Financial LLC
14 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
14 years in the industry.
- LPL Financial, LLCAug 2022 to now
- Esl Investment Services, LLCJul 2022 to now
- UnemployedFeb 2022 to Aug 2022
- Bank of America, N.A.Jan 2019 to Feb 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Feb 2022
- Morgan StanleyApr 2018 to Oct 2018
- JP Morgan Securities LLCSep 2015 to Apr 2018
- JP Morgan Chase BankJan 2012 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6563965
- Firm CRD
- 6413