Americo Antonelli
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.
- LPL Financial LLCMay 2026 to now
- Rogue Credit UnionApr 2024 to now
- Cetera Investment Services LLCApr 2025 to May 2026
- America First Credit UnionOct 2022 to Apr 2024
- Target CorporationAug 2022 to Sep 2022
- Network OneApr 2022 to Aug 2022
- Dutch Bros LLCMar 2021 to Apr 2022
- Chick-fil-aFeb 2021 to Mar 2021
- Costco WholesaleSep 2020 to Jan 2021
- Fabulous Freddy'sMay 2019 to Aug 2020
- Hokulia Shave IceJan 2019 to May 2019
- Orange PeelSep 2018 to Jan 2019
- 700 DegreesApr 2018 to Jul 2018
- Full Time EducationApr 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8039815
- Firm CRD
- 6413