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LC

Lara S. Coviello

Some features on this profile are disabled
CRD#: 4817498
LC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lara S Coviello was a registered financial professional .

Lara is a previously registered financial professional and started their career in finance in 2006. Lara had worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 10, 2022 - December 21, 2022

ORION PORTFOLIO SOLUTIONS, LLC

RIA
CRD#: 125446
Berwyn, PA
Past

October 16, 2020 - December 31, 2021

ORION PORTFOLIO SOLUTIONS, LLC

RIA
CRD#: 107975
BERWYN, PA
Past

April 30, 2019 - October 16, 2020

BRINKER CAPITAL INC

RIA
CRD#: 111743
BERWYN, PA
Past

April 30, 2019 - December 21, 2022

BRINKER CAPITAL SECURITIES, LLC

BD
CRD#: 38123
BERWYN, PA
Past

August 14, 2015 - May 1, 2019

FS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 145244
PHILADELPHIA, PA
Past

May 7, 2013 - August 10, 2015

AUCTUS WEALTH MANAGEMENT INC.

RIA
CRD#: 160036
PHILADELPHIA, PA
Past

October 7, 2010 - July 28, 2015

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
PHILADELPHIA, PA
Past

March 12, 2009 - July 6, 2010

COLORADO FINANCIAL SERVICE CORPORATION

BD
CRD#: 104343
CUPERTINO, CA
Past

February 10, 2009 - August 8, 2013

LINDEN ASSET MANAGEMENT INC

RIA
CRD#: 107658
BOCA RATON, FL
Past

June 30, 2006 - February 27, 2009

CHADBOURN SECURITIES, INC.

BD
CRD#: 39439
HILTON HEAD ISLAND, SC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/6/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/22/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/7/2006
General Securities Representative Examination

Current Firm

OP
ORION PORTFOLIO SOLUTIONS, LLC
FTJ FUNDCHOICE, LLC | ORION PORTFOLIO SOLUTIONS, LLC

CRD#: 125446 / SEC#: 801-61964

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Contact information

Main Address
17605 Wright St, Omaha, NE 68130
Mailing Address
2300 Litton Lane Suite 100, Hebron, KY 41048
Phone number
(859) 426-2000
Established
Firm type
Fiscal year end
# of Employees
112

Documents

Latest Form ADV

Part 2 Brochures

OPS FORM ADV PART 2A (10/18/2022)
APPENDIX 1 PART 2A (10/18/2022)

Regulatory assets under management

Total Number of Accounts81,242
AUM (Assets Under Management)$ 14,194,829,219

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ORION PORTFOLIO SOLUTIONS, LLC

CRD#: 125446

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