Filippo Feoli

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

• 08/2013 → 06/2017
  Shearman & Sterling Llp
  New York, NY
• 09/2017 → 05/2019
  John Hopkins University
  Washington, DC
• 07/2019 → 08/2020
  Iberia Bank
  New Orleans, LA
• 08/2020 → Present
  First Horizon
  New Orleans, LA
• 06/2018 → 09/2018
  Pan American Life Insurance Group
  New Orleans, LA
• 08/2025 → Present
  Lpl Financial Llc
  New Orleans, LA

Previous Registrations

• 2021-02-24 → 2025-08-21
  First Horizon Advisors, Inc.
  New Orleans, LA

Other Businesses

1- 08/21/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At reported Business Location(s) - Start Date 08/04/2025 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2021-02-24

Other Names

• Filippo Nicola Feoli