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VERIFIED

Blake Calligaro

LPL Financial

3355 Sw 11 St

Miami, FL 33135

410-688-4029

About LPL Financial

Investing isn't just about numbers. It's about your freedom, your family, your future. Whatever your investment goals, LPL Financial advisors can help you build and preserve your wealth with clarity and confidence.

See Disclosures

General Information

Firm Start Year

CRD#

6301511

Firm CRD#

6413

Name of Broker/Dealer

LPL FINANCIAL LLC

States Licensed in

FL, GA, DC, VA, SC, NJ, PA, MD, NC, TX

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Wealth Management

Services

Investment Types

Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Your Home, Our Office, Video Conference, Phone

Compliance

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC^®, RICP^®

Securities Licenses

Series 6, Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Accident, Disability

Firm Information

Advisor's Number of Clients

100

Advisor's Number of Managed Clients

100

Advisor's Number of Planning Clients

100

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Commissions, Hourly, Based on Assets, Flat Fee

Disclosures

RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC

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