June-david Caalaman
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCMar 2026 to now
- Mechanics BankMar 2026 to now
- Cetera Investment Advisers LLCMay 2024 to Mar 2026
- Cetera Investment Services LLCMay 2024 to Mar 2026
- Securities America, Inc.Apr 2023 to May 2024
- California Coast Credit UnionAug 2020 to Apr 2023
- United Cerebral PalsyAug 2019 to Apr 2021
- Southwestern CollegeAug 2019 to May 2020
- Stars TherapyJun 2019 to Aug 2019
- United Cerebral PalsyMay 2018 to May 2019
- JcpenneyJul 2017 to Aug 2018
- Modesto Junior CollegeAug 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7724998
- Firm CRD
- 6413