Tuesday, October 27, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Why upcoming IRS rollover guidance is likely to disappoint advisorsWM Anthropic Expands Claude Advisor ToolWM Jump Expands Claude Integration With New Advisor SkillsWM $1.1B Georgia Team Leaves Raymond James for IndependenceIN Jailed Florida broker, facing sexual battery charge, ghosts FINRAWM Why Access, Not Appetite, Is Holding Advisors Back in AlternativesIN Schwab IMPACT 2026 set to kick off in BostonWM 12 Investment Must Reads for This Week (Oct. 27, 2026)WM RIA Edge Podcast: Scaling RIAs While Preserving Advisor Control with Jim DicksonWSR Deals & Recruiting Roundup: Modern, Latigo, Janney, Ameriprise And More

Adviser and broker representative · LPL Financial LLC

Luis A. O'Barrio

CRD 6589864 · Ft Myers, FL

At a glance

Luis A. O'Barrio is an investment adviser representative with LPL Financial LLC in Ft Myers, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Luis’s SEC record dates to 2017, about 9 years ago. Luis is also registered as a broker representative.

Current advisory firm

SEC adviser record

Registered since
2017 (9 years)
Designations
None on file
Exams
Series 66
Registered in
1 state
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Luis’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at LPL Financial LLC

Every advisor at LPL Financial LLC →LPL Financial LLC: assets, clients and custodians →LPL Financial news, moves and payouts →Financial advisors in Ft Myers, FL →Advisor Moves: who changed firms this week →