Priscilla Sarai Ramirez
Investment adviser representative at LPL Financial LLC
19 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
19 years in the industry.
- LPL Financial LLCApr 2024 to now
- BMO Harris BankApr 2024 to now
- Basin LakeJul 2023 to Apr 2024
- Trellis AdvisorsMay 2022 to Jun 2023
- J.P. Morgan Securities LLCDec 2018 to May 2022
- JPMorgan Chase Bank, N.A.Mar 2016 to May 2022
- Marz SalonJun 2007 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2026
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
- 7054826
- Firm CRD
- 6413