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Marco Pietro Cuneo

LPl Financial LLC

Alpine, CA

San Diego, CA

CRD 7289042

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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
TX RA APPROVED 2023-01-19
CA RA APPROVED 2023-01-18
  • TX RA
    APPROVED
    Since 2023-01-19
  • CA RA
    APPROVED
    Since 2023-01-18

Branch Locations

Alpine, CA • United States

4707 Executive Dr, San Diego, CA 92121-3091 • 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
Pruco Securities Llc Los Angeles CA 08/2020 04/2021
Illumesense, Inc. Carlsbad CA 02/2019 06/2020
Unemployed/In School Imperial Beach CA 01/2019 06/2020
Coronado Unified School District Coronado CA 04/2017 01/2019
New West Electronic Arts And Music Organization San Diego CA 01/2015 07/2017
Unemployed/Traveling Imperial Beach CA 06/2020 08/2020
The Prudential Insurance Company Of America Los Angles CA 03/2021 04/2021
Edward Jones St. Louis MO 06/2021 07/2022
Lpl Financial San Diego CA 01/2023 Present
Unemployed Imperial Beach CA 07/2022 01/2023
  • 08/2020 → 04/2021
    Pruco Securities Llc
    Los Angeles, CA
  • 02/2019 → 06/2020
    Illumesense, Inc.
    Carlsbad, CA
  • 01/2019 → 06/2020
    Unemployed/In School
    Imperial Beach, CA
  • 04/2017 → 01/2019
    Coronado Unified School District
    Coronado, CA
  • 01/2015 → 07/2017
    New West Electronic Arts And Music Organization
    San Diego, CA
  • 06/2020 → 08/2020
    Unemployed/Traveling
    Imperial Beach, CA
  • 03/2021 → 04/2021
    The Prudential Insurance Company Of America
    Los Angles, CA
  • 06/2021 → 07/2022
    St. Louis, MO
  • 01/2023 → Present
    Lpl Financial
    San Diego, CA
  • 07/2022 → 01/2023
    Unemployed
    Imperial Beach, CA
Previous Registrations
  • 2021-06-07 → 2022-07-11
    St Louis, MO
    Imperial Beach, CA
    Chula Vista, CA
    Coronado, CA
    Imperial Beach, CA
    Coronado, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-22
  • S66 Uniform Combined State Law Examination
    2020-12-22
Other Names
  • Marcus Dylan Booth
  • Marcus Dylan Echols
  • Marcus Echols-Booth
  • Marcus Dylan Echols-Booth
  • Marco Cuneo

View on SEC IAPD

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