Juan Luis Porro

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2000-05-30
FL	RA	APPROVED	1998-01-16

TX RA
APPROVED_RES

Since 2000-05-30
FL RA
APPROVED

Since 1998-01-16

Branch Locations

9415 Sunset Dr Ste 210, Miami, FL 33173-5430 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Coral Gables	FL	01/1998	Present

01/1998 → Present

Lpl Financial Llc

Coral Gables, FL

Other Businesses

(1) 07/08/2015: DETAX - INV REL - 9415 SUNSET DRIVE, MIAMI, FL 33173 - TAX PREP/ACCOUNTING/CPA - START 09/01/2015 - 20 HR/MO 1 DURING SECS TRDG HRS - TAX SERVICES OFFERED: COLLECTING TAX DOCUMENTS AND PREPARING RETURNS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-05-17
S63	Uniform Securities Agent State Law Examination	1994-03-29

S65 Uniform Investment Adviser Law Examination

1994-05-17
S63 Uniform Securities Agent State Law Examination

1994-03-29

Other Names

John Porro
Juan L Jr Porro

View on SEC IAPD