Giovanni Marchizza

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

• 07/2016 → 10/2020
  Mario's Italian Restaurant
  Chatham, IL
• 10/2020 → 10/2021
  Bank Of Springfield
  Springfield, IL
• 10/2021 → Present
  Bank Of Springfield
  Springfield, IL
• 02/2025 → Present
  Lpl Financial Llc
  Springfield, IL
• 01/2015 → 05/2018
  Glenwood Highschool
  Chatham, IL

Other Businesses

1- 07/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name BOS Wealth & Planning / Inv Rel / At Reported Business Location (s)

Exams

• S66 Uniform Combined State Law Examination
  2025-11-05

Other Names

• Gio Marchizza