Cali Roane
Investment adviser representative at LPL Financial LLC
15 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
15 years in the industry.
- Independent School District 622Sep 2021 to now
- LPL Financial LLCJun 2021 to now
- Indian Hills Golf ClubAug 2014 to now
- Preferred Resource GroupJun 2021 to Jan 2022
- Thomson ReutersMay 2020 to Aug 2020
- Woodbury Wealth ManagementMay 2019 to Aug 2019
- LifeworksAug 2017 to May 2021
- Bethel UniversityAug 2016 to May 2021
- Independent School District 622Sep 2011 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7392412
- Firm CRD
- 6413