Valeriia Schastliva Salazar
Investment adviser representative at LPL Financial LLC
8 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
8 years in the industry.
- Bay Federal Credit UnionJun 2023 to now
- LPL Financial LLCJun 2023 to now
- Hotel Abrego LPApr 2023 to Jan 2024
- Capital WaypointSep 2022 to Jun 2023
- Raymond James Financial ServicesAug 2020 to Jun 2023
- Juran Wealth ManagementJul 2020 to Jun 2023
- UnemployedJun 2020 to Jul 2020
- California State University Monterey BayAug 2018 to May 2020
- UnemployedJul 2018 to Aug 2018
- Cruz CreameryJun 2017 to Jun 2018
- Cabrillo CollegeJan 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
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
- 7284384
- Firm CRD
- 6413