Larisa Holiday
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 LLCSep 2023 to now
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.Nov 2020 to now
- Commonwealth Financial NetworkDec 2019 to Oct 2020
- Wealth Management Group, LLCDec 2019 to Oct 2020
- Pfg Advisors, LLCAug 2018 to Nov 2019
- Securities America, Inc.Jun 2018 to Nov 2019
- University of New MexicoJun 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
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
- 6906651
- Firm CRD
- 6413