Luis Alejandro Vera
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 LLCNov 2022 to now
- Seacoast BankNov 2022 to now
- Capital AnalystsAug 2021 to Nov 2022
- Lincoln InvestmentDec 2019 to Nov 2022
- Ameris BankOct 2017 to Dec 2019
- Harbor Community BankJan 2017 to Oct 2017
- Munroe Regional Medical HospitalSep 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7207238
- Firm CRD
- 6413