Andrew Marino Wallace
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- LPL Financial LLCAug 2026 to now
- Cambridge Investment Research Advisors, Inc.Sep 2021 to Aug 2026
- Cambridge Investment Research Inc.May 2020 to Aug 2026
- Steffenino OrchardSep 2019 to Nov 2019
- Elite Tents and EventsMay 2018 to Aug 2019
- Indiana University of PennsylvaniaAug 2017 to May 2021
- Robyn Properties, Inc.May 2017 to Aug 2017
- Chick-fil-aApr 2017 to Dec 2017
- Ap TintingDec 2016 to Mar 2017
- Martins FoodJun 2016 to Nov 2016
- Century High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7259935
- Firm CRD
- 6413