Edward Arcilla

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

• 05/2011 → Present
  Schoolsfirst Fcu
  Tustin, CA
• 08/2014 → Present
  Cuna Brokerage Services, Inc
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Cypress, CA

Previous Registrations

• 2014-11-25 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Tustin, CA
  Garden Grove, CA
  Cypress, CA
  Cypress, CA
  Garden Grove, CA
• 2009-03-16 → 2009-06-04
  Edward Jones
  Cerritos, CA
  Cerritos, CA
  St Louis, MO

Other Businesses

1. 05-18-2022 - SchoolsFirst Investment Services - Investment Related -At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 06-22-2022 - SchoolsFirst Retirement Planning - Investment Related -At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams

• S66 Uniform Combined State Law Examination
  2014-11-21

Other Names

• Edward Arcilla