Dominic Alfonso Elmo
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.
- LPL Financial LLCNov 2024 to now
- Strata Financial Group LLC.Jun 2022 to now
- Royal Alliance Associates, IncNov 2022 to Nov 2024
- Strata Financial Group LLC.May 2021 to Aug 2021
- Lifetime Financial GrowthJun 2020 to Feb 2021
- Igs EnergyMay 2019 to Aug 2019
- University of Massachusetts - AmherstSep 2018 to May 2022
- Igs EnergyJun 2018 to Aug 2018
- Dublin Coffman High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7252618
- Firm CRD
- 6413