Lpl Financial LLC

Lpl Financial LLC (CRD# 6413) is a financial advisory firm headquartered in Havertown, PA. They manage $159,099,423,965 in 786,525 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    159,099
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Lpl Financial LLC
Showing 1 - 10 of 10,319 top financial advisors.
1
James R. Greno
CRD#: 3221992
Wexford, PA 15090

James Greno (CRD# 3221992) is an Investment Advisor Representative working at Lpl Financial LLC in Wexford, PA and has over 20 years of experience in the finance industry.

2
Richard M. Gerbracht
CRD#: 5310387
Bay Village, OH 44140

Richard Gerbracht (CRD# 5310387) is an Investment Advisor Representative working at Lpl Financial LLC in Bay Village, OH and has over 12 years of experience in the finance industry.

3
Angelene C. Aadland
CRD#: 5801352
Aberdeen, SD 57401

Angelene Aadland (CRD# 5801352) is an Investment Advisor Representative working at Lpl Financial LLC in Aberdeen, SD and has over 5 years of experience in the finance industry.

4
John E. Aanensen
CRD#: 1218172
New Bedford, MA 02744

John Aanensen (CRD# 1218172) is an Investment Advisor Representative working at Lpl Financial LLC in New Bedford, MA and has over 27 years of experience in the finance industry.

5
Eva B. Abate
CRD#: 2250123
Lake Charles, LA 70601

Eva Abate (CRD# 2250123) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Charles, LA and has over 21 years of experience in the finance industry. Eva Abate has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Allen L. Abbott
CRD#: 2538997
Kirkland, WA 98033

Allen Abbott (CRD# 2538997) is an Investment Advisor Representative working at Lpl Financial LLC in Kirkland, WA and has over 24 years of experience in the finance industry.

7
Daniel T. Abbott
CRD#: 4760390
Dayton, TN 37321

Daniel Abbott (CRD# 4760390) is an Investment Advisor Representative working at Lpl Financial LLC in Dayton, TN and has over 15 years of experience in the finance industry.

8
James M. Abbott
CRD#: 2482063
Burlington, IA 52601

James Abbott (CRD# 2482063) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, IA and has over 25 years of experience in the finance industry.

9
Lisa C. Abbott
CRD#: 4169767
Huntsville, AL 35801

Lisa Abbott (CRD# 4169767) is an Investment Advisor Representative working at Lpl Financial LLC in Huntsville, AL and has over 17 years of experience in the finance industry.

10
Mahmoud S. Abdelhalem
CRD#: 1627840
San Diego, CA 92130

Mahmoud Abdelhalem (CRD# 1627840) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 14 years of experience in the finance industry.

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