Margareth Rabelo Patino

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

• 10/2012 → Present
  Lpl Financial Llc
  Hollywood, FL

Previous Registrations

• 2012-10-26 → 2015-04-17
  Independent Financial Partners
  Hollywood, FL
• 2010-09-27 → 2012-10-16
  New England Securities
  Coral Gables, FL
• 2006-07-21 → 2010-09-03
  Uvest Financial Services Group, Inc.
  Coral Gables, FL
  Boca Raton, FL
  Aventura, FL
  Coral Springs, FL
  Pembroke Pines, FL
  Coral Gables, FL
• 2005-06-23 → 2006-03-06
  Truist Investment Services, Inc.
  Coral Gables, FL
  Coral Gables, FL
  Key Biscayne, FL
  Coral Gables, FL

Other Businesses

1. 07/20/2016 * MRP Investment Services * Business Entity For Tax/Investment Purposes Only * INV REL * Corporation used for tax purposes only. Business name is not held out to the public. * START 03/15/2013 * 1 HRS/MO; 0 DURING SECS TRDG HRS. 2. 11/08/2024 - Alpha Solutions Mgmt. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 05/01/2015 - 5 Hours Per Month/0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2005-07-29
• S65 Uniform Investment Adviser Law Examination
  1995-09-07
• S63 Uniform Securities Agent State Law Examination
  1995-01-20

Other Names

• Margareth Camara Rabelo