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Arianna Lauren Cagle

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.

  1. LPL Financial LLCMar 2025 to now
  2. Retirement Partners of HawaiiMar 2025 to now
  3. Mts Systems CorporationJun 2024 to Aug 2025
  4. TargetDec 2023 to Jan 2024
  5. SubwayJan 2023 to Feb 2023
  6. Iowa State UniversityAug 2022 to Dec 2025
  7. Dunkin DonutsMar 2022 to Jan 2024
  8. Lifetime FitnessFeb 2022 to Mar 2022
  9. QdobaJul 2019 to Feb 2022
  10. Chanhassen High SchoolSep 2018 to May 2022
  11. Pioneer Ridge Middle SchoolSep 2015 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (HI).

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
8067078
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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