Victoria Osorio Fitzmorris
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- Community First Credit Union of FloridaNov 2025 to now
- LPL Financial LLCNov 2025 to now
- Raymond James Financial Services Advisors, Inc.Sep 2025 to Nov 2025
- Raymond James Financial Services, Inc.May 2023 to Nov 2025
- Fidelity Brokerage Services, LLCMay 2022 to Sep 2022
- University of North FloridaAug 2020 to Dec 2023
- Administrative StrategiesNov 2019 to May 2022
- Publix PharmacyJan 2018 to Dec 2019
- White Lotus Healing ArtsApr 2015 to Dec 2017
- Event Aces/ LevyMar 2014 to Mar 2018
- Florida State College of JacksonvilleJan 2014 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7567912
- Firm CRD
- 6413