Best Investors Account Sign in

Rafael Fernandes Molina

LPl Financial LLC

Melbourne Beach, FL

CRD 4774304

Claim This Profile
Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
FL RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2020-06-26
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2020-06-26

Branch Locations

Melbourne Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unionbanc Investment Services Llc San Mateo CA 10/2005 06/2020
Lpl Financial La Jolla CA 06/2020 Present
  • 10/2005 → 06/2020
    Unionbanc Investment Services Llc
    San Mateo, CA
  • 06/2020 → Present
    Lpl Financial
    La Jolla, CA
Previous Registrations
  • 2005-11-04 → 2020-07-09
    U.S. Bancorp Advisors, Llc
    San Diego, CA
    San Mateo, CA
    La Jolla, CA
    La Jolla, CA
    San Diego, CA
    San Diego, CA
    Lajolla, CA
    Lajolla, CA
  • 2005-08-11 → 2005-10-10
    Dunham
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-10
  • S66 Uniform Combined State Law Examination
    2005-08-10
Designations
  • Certified Financial Planner
Other Names
  • Rafael Molina

View on SEC IAPD

More in Melbourne Beach, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor