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RIA / WealthAdvisorCertified Financial Planner16 years in industry

VALERIE ELIZABETH ESCOBAR

Advisor at LPL FINANCIAL LLC

OVERLAND PARK, KS | KANSAS CITY, MO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 17, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 11, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jun 11, 2010
First registration: Aug 17, 2012
Dual registered: no
Other names: Valerie Escobar|VALERIE ELIZABETH ESCOBAR|VALERIE ELIZABETH ESCOBAR|VALERIE ELIZABETH KERR|VALERIE ESCOBAR TIETSORT
IAPD individual key: 5053897

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 5, 2024	n/a	yes	OVERLAND PARK, KS\|KANSAS CITY, MO	Current employment
FIRSTPOINT FINANCIAL, LLC	Former SEC adviser	May 27, 2015	Mar 22, 2017	no	TULSA, OK\|OVERLAND PARK, KS	Previous registration
Mariner	Bd affiliated wealth	Dec 24, 2014	Aug 5, 2024	no	TULSA, OK\|OVERLAND PARK, KS	Previous registration
MARINER WEALTH ADVISORS	Former SEC adviser	Jul 31, 2014	Jul 3, 2018	no	OVERLAND PARK, KS\|TULSA, OK	Previous registration
FIRSTPOINT FINANCIAL, LLC	Former SEC adviser	Jul 23, 2014	Jan 21, 2016	no	LEAWOOD, KS\|TULSA, OK	Previous registration
ARVEST WEALTH MANAGEMENT	Independent wealth	Aug 17, 2012	Jun 16, 2014	no	TULSA, OK	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Mariner	FIRSTPOINT FINANCIAL, LLC	Aug 5, 2024	May 27, 2015	-3,358	Firm change after gap	Other
MARINER WEALTH ADVISORS	Mariner	Jul 3, 2018	Dec 24, 2014	-1,287	Firm change after gap	Other
FIRSTPOINT FINANCIAL, LLC	LPL FINANCIAL LLC	Mar 22, 2017	Aug 5, 2024	2,693	Firm change after gap	Other
FIRSTPOINT FINANCIAL, LLC	MARINER WEALTH ADVISORS	Jan 21, 2016	Jul 31, 2014	-539	Channel change	Other
ARVEST WEALTH MANAGEMENT	FIRSTPOINT FINANCIAL, LLC	Jun 16, 2014	Jul 23, 2014	37	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
107355:140195:OK:2018-07-03	Jul 3, 2018	Dec 24, 2014	TULSA, OK	Firm change after gap
168793:107355:OK:2016-01-21	Jan 21, 2016	Jul 31, 2014	TULSA, OK	Firm change after gap

Relationships

Registered with (6)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Aug 5, 2024 to presentfactForm ADV
→ MARINERRegistered adviserregistration: previous registration
Dec 24, 2014 to Aug 5, 2024factForm ADV
→ MARINER WEALTH ADVISORSRegistered adviserregistration: previous registration
Jul 31, 2014 to Jul 3, 2018factForm ADV
→ FIRSTPOINT FINANCIAL, LLCRegistered adviserregistration: previous registration
May 27, 2015 to Mar 22, 2017factForm ADV
→ FIRSTPOINT FINANCIAL, LLCRegistered adviserregistration: previous registration
Jul 23, 2014 to Jan 21, 2016factForm ADV
→ ARVEST WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 17, 2012 to Jun 16, 2014factForm ADV

Dated events

Occurred
Aug 5, 2024
Advisor changed firm
Valerie Elizabeth Escobar left Mariner for Firstpoint Financial, Llc (registered 2015-05-27)
Form ADVobserved 3 days ago