Saul Isaac Sandoval franquez
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Saul Isaac Sandoval franquez? Claim your profile
Contact this firm
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
10 years in the industry.
- LPL Financial LLCMay 2026 to now
- N/aSep 2025 to May 2026
- Bank of America, N.A.Nov 2021 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to Sep 2025
- UnemployedNov 2020 to Aug 2021
- TeslaDec 2019 to Jan 2020
- Starbucks Coffee CompanyJul 2017 to Oct 2020
- Towne Park, LtdMar 2017 to Apr 2017
- California State University, FullertonNov 2016 to Mar 2017
- Northgate MarketsJul 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7443602
- Firm CRD
- 6413