Aimee Francoeur Tesoro

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

• 10/2014 → 01/2017
  Transamerica Financial Advisors, Inc
  St Petersburg, FL
• 04/2016 → 09/2019
  Transamerica Retirement Solutions
  St. Petersburg, FL
• 02/2017 → 09/2019
  Transamerica Investors Securities Corporation
  St. Petersburg, FL
• 09/2019 → 10/2020
  Raymond James & Associates, Inc
  St Petersburg, FL
• 11/2020 → 02/2021
  Unemployed
  Seminole, FL
• 03/2021 → 09/2022
  Rsm Us Llp
  Tampa, FL
• 09/2022 → 09/2023
  Equitable Advisors, Llc
  New York, NY
• 09/2023 → Present
  Lpl Financial Llc
  Seminole, FL

Previous Registrations

• 2022-10-31 → 2023-08-28
  Equitable Advisors, Llc
  Tampa, FL
• 2019-10-07 → 2020-10-09
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2017-02-27 → 2019-09-23
  Transamerica Retirement Advisors, Llc
  St. Petersburg, FL
• 2014-11-05 → 2017-01-25
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL
  St. Petersburg, FL
  St Petersburg, FL
• 2008-03-20 → 2014-09-11
  Equitable Advisors, Llc
  Orlando, FL
  Tampa, FL
  Tampa, FL
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2001-01-22
• S63 Uniform Securities Agent State Law Examination
  1999-01-19

Designations

• Certified Financial Planner

Other Names

• Aimee Francoeur
• Aimee Regina Francoeur
• Aimee Regina Krall
• Aimee Regina Francoeur
• Aimee Regina Francoeur
• Aimee Regina Krall
• Aimee Francoeur Tesoro
• Aimee Francoeur Tesoro
• Aimee Tesoro