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Manuel Alonso Vega

Investment adviser representative at LPL Financial LLC
12 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

12 years in the industry.

  1. LPL Financial LLCJun 2021 to now
  2. Stark Wealth ManagementJun 2021 to now
  3. Western International SecuritiesNov 2018 to Jun 2021
  4. Artless CorporationJun 2018 to Oct 2018
  5. UnemployedJan 2018 to May 2018
  6. National Planning Corp.Sep 2016 to Dec 2017
  7. Cell ZoneApr 2014 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2023

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
6714795
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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