Vanessa Fabiola Echeverria

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 07/2024 → 11/2024
  Pruco Securities Llc
  North Bethesda, MD
• 07/2024 → Present
  The Prudential Insurance Company Of America
  North Bethesda, MD
• 07/2016 → 06/2023
  Ameriprise Financial Llc
  Minneapolis, MN
• 07/2023 → 05/2024
  Stoneford Advisors
  Boston, MA
• 11/2024 → Present
  Lpl Enterprise, Llc
  North Bethesda, MD

Previous Registrations

• 2024-08-16 → 2024-11-14
  Pruco Securities, Llc.
  North Bethesda, MD
• 2017-01-13 → 2023-06-30
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-16
• S63 Uniform Securities Agent State Law Examination
  2016-07-29

Designations

• Certified Financial Planner

Other Names

• Vanessa F Echeverria
• Vanessa Fabiola Echeverria