Margarita Virginia Duran espino
Investment adviser representative at LPL Financial LLC
14 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
14 years in the industry.
- LPL Financial LLCJun 2025 to now
- Bell Wealth AdvisorsJun 2022 to Jun 2025
- Raymond James Financial Services, Inc.Jun 2022 to Jun 2025
- Ca VenturesNov 2021 to May 2022
- TargetNov 2020 to Sep 2021
- UnemployedMar 2020 to Nov 2020
- University of OregonMar 2019 to Mar 2020
- Oregon Electric StationJan 2019 to Mar 2019
- UnemployedAug 2018 to Jan 2019
- Kids UnlimitedJun 2018 to Aug 2018
- Porters RestaurantJun 2018 to Aug 2018
- UnemployedMar 2018 to Jun 2018
- Delta Life FitnessNov 2017 to Mar 2018
- UnemployedAug 2017 to Nov 2017
- Kids UnlimitedJun 2017 to Aug 2017
- UnemployedJan 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7579887
- Firm CRD
- 6413