Amy Carrillo
Investment adviser representative at LPL Financial LLC
20 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
20 years in the industry.
- LPL Financial LLCAug 2026 to now
- Citizens Private WealthNov 2024 to Jul 2026
- Citizens BankOct 2024 to Jul 2026
- Citizens Securities, Inc.Oct 2024 to Jul 2026
- JP Morgan Chase Bank, N.A.Oct 2023 to Oct 2024
- J.P. Morgan Securities LLCSep 2023 to Oct 2024
- First Republic Securities Company, LLCMay 2023 to Sep 2023
- First Republic BankNov 2022 to Jun 2023
- UnemployedJun 2022 to Nov 2022
- Wells FargoJun 2006 to Jun 2022
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
- 7739287
- Firm CRD
- 6413