Maurice Lounds, Cfp, financial advisor Crown Point IN

Maurice Lounds, Cfp

CRD Number: 4326767
Current Firm: Lpl Financial LLC

Maurice Lounds, Cfp (CRD# 4326767) is an Investment Advisor Representative working at Lpl Financial LLC in Crown Point, IN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Crown Point, IN Oct 2016 - Current 3
Ivy Tech East Chicago, IN Sep 2013 - Current 6
Independent Financial Partners Schererville, IN Oct 2016 - Apr 2018 1
J.p. Morgan Securities LLC Merrillville, IN Oct 2012 - Sep 2016 3
Chase Investment Services Corp. Chicago, IL Jul 2005 - Oct 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Maurice O. Lounds, Cfp
Phone Number: 617-423-3644
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    159,099
    MILLIONS
  • Total Number of Accounts
    786,525
    ACCOUNTS
  • Average Account Value
    $202,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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