Ernest Escobar
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- LPL Financial LLCMar 2019 to now
- Visions Analysis LLCMar 2019 to now
- Visions Federal Credit UnionMar 2019 to now
- JP Morgan Chase Bank, N.A.May 2018 to Mar 2019
- JP Morgan Securities, LLCMay 2018 to Mar 2019
- E&p ProductionsDec 2016 to Dec 2017
- LPL Finanical LLCDec 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
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
- 6578834
- Firm CRD
- 6413