Paula C Ferreira soares
Investment adviser representative at LPL Financial LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
14 years in the industry.
- LPL Financial LLCJan 2026 to now
- UnemployedJul 2025 to Jan 2026
- LPL FinancialMar 2023 to Jul 2025
- Edward JonesJun 2022 to Mar 2023
- University of HawaiiJul 2021 to Jun 2022
- Le Tahiti By Pearl ResortsFeb 2020 to Jun 2021
- UnemployedNov 2019 to Jan 2020
- Dezign With a ZJan 2012 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7454634
- Firm CRD
- 6413