Tara Olivieri

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

• 01/2025 → Present
  Lpl Financial
  Laguna Hills, CA
• 06/2013 → Present
  Olivieri Chiropractic Inc
  Newport Beach, CA

Other Businesses

1) 11/2024 - O & R Partners / DBA for LPL Business (entity for LPL business) / Inv. Related / Start date 11/18/2024 2) 11/2024 - Olivieri Chiropractic Inc / ) President, owner, chiropractor / Busines Owner / Non Inv. Related / Newport Beach, CA 92660 / Start date 06/01/2013 -120 Hrs per month -15% Time Spent

Exams

• S66 Uniform Combined State Law Examination
  2025-04-10

Other Names

• Tara Anderson