Amanda Aguilar

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

• 10/2016 → 06/2017
  Unemployed
  Temple City, CA
• 09/2012 → 09/2016
  University Of California, San Diego
  San Diego, CA
• 07/2017 → 06/2018
  Axa-Advisors, Llc
  Temple City, CA
• 06/2018 → 11/2021
  Jp Morgan Chase Bank, N.A.
  Los Angeles, CA
• 06/2018 → 11/2021
  Jp Morgan Securities, Llc
  Los Angeles, CA
• 09/2013 → 09/2016
  Ucsd Transportation
  Mira Mesa, CA
• 12/2021 → 05/2022
  Unemployed
  Temple City, CA
• 05/2022 → Present
  Lpl Financial Llc
  Glendale, CA

Previous Registrations

• 2018-06-15 → 2021-11-07
  J.P. Morgan Securities Llc
  Los Angeles, CA
  Alhambra, CA
  Pasadena, CA
• 2017-07-28 → 2018-06-15
  Equitable Advisors, Llc
  Temple City, CA
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

1)02/04/2022 - Encore Capital Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)02/22/2022 - Provenance Technologies Inc. - Report Analyst - Non-Inv Rel - San Francisco, CA - Start: 11/2021 - 80 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2017-07-14

Designations

• Certified Financial Planner

Other Names

• Amanda Aguilar
• Amanda Nicole Aguilar