Austin Villodas

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Old Greenwich, CT
• 11/2016 → 01/2022
  Wells Fargo Advisors, Llc
  White Plains, NY
• 01/2022 → 03/2022
  Td Ameritrade, Inc.
  Scarsdale, NY
• 03/2022 → 12/2022
  Archer Education, Llc
  White Plains, NY
• 12/2022 → 03/2023
  Empower Financial Services, Inc.
  Hartsdale, NY
• 03/2023 → 05/2024
  Archer Education, Llc
  White Plains, NY
• 05/2024 → Present
  Lpl Financial
  Hartsdale, NY

Previous Registrations

• 2022-02-15 → 2022-03-08
  Td Ameritrade, Inc.
  Scarsdale, NY
• 2022-02-15 → 2022-03-08
  Td Ameritrade Investment Management, Llc
  Scarsdale, NY
• 2016-01-14 → 2022-01-31
  Wells Fargo Clearing Services, Llc
  Greenwich, CT
  Purchase, NY
• 2015-10-02 → 2015-11-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ridgefield, CT
  White Plains, NY
• 2015-07-10 → 2015-10-07
  J.P. Morgan Securities Llc
  Scarsdale, NY
  Westport, CT
  Darien, CT

Exams

• S66 Uniform Combined State Law Examination
  2015-06-29
• S63 Uniform Securities Agent State Law Examination
  2013-09-20

Other Names

• Austin Villodas
• Austin J Villodas
• Austin John Villodas
• Austin J Villodas