LPL Financial
47yrs
Top advisor for experience in San Diego
46yrs
Leo Richard Scalercio Jr
Financial advisor at LPL Financial
At a glance
Experience46 years (since 1981)
How that compares ?Top 1% for experience in San Diego
Office4707 Executive DR, San Diego, CA 92121
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
- 2013 – 2024Osaic Fs, Inc.Previously
- 2012 – nowBCR Financial Services, LLCCurrent
- 2003 – 2012Ameriprise Financial Services, LLCPreviously
Questions to ask Leo
Tailored to Leo’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Leo
How do I contact Leo?
Call LPL Financial at 704-733-3300 and ask for Leo Richard Scalercio Jr. Leo works from the San Diego, CA office.
How long has Leo been a financial advisor?
Leo has been in the industry since 1981, about 46 years. Top 1% for experience in San Diego.
What licenses does Leo hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Leo a fiduciary?
Leo is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Leo paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Leo for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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