Lpl Financial LLC
Lpl Financial LLC (CRD# 6413) is a financial advisory firm headquartered in Fort Mill, SC. They manage $404,176,194,148 in 1,517,995 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management404,176MILLION
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Total Number of Accounts1,517,995ACCOUNTS
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Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
Angelene Aadland (CRD# 5801352) is an Investment Advisor Representative working at Lpl Financial LLC in Aberdeen, SD and has over 8 years of experience in the finance industry.
Tracy Aalvik (CRD# 2881176) is an Investment Advisor Representative working at Lpl Financial LLC in Longview, WA and has over 24 years of experience in the finance industry.
David Aanderud (CRD# 6113667) is an Investment Advisor Representative working at Lpl Financial LLC in Richland, WA and has over 6 years of experience in the finance industry.
Fred Abajelo (CRD# 1351279) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 28 years of experience in the finance industry.
Eva Abate (CRD# 2250123) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Charles, LA and has over 24 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.
Hunter Abbe (CRD# 7060484) is an Investment Advisor Representative working at Lpl Financial LLC in Waco, TX and has over 3 years of experience in the finance industry.
Richard Abbe (CRD# 1366957) is an Investment Advisor Representative working at Lpl Financial LLC in Waco, TX and has over 36 years of experience in the finance industry.
Elizabeth Abben (CRD# 5315912) is an Investment Advisor Representative working at Lpl Financial LLC in Waverly, IA and has over 9 years of experience in the finance industry.
Peter Abbey (CRD# 2183126) is an Investment Advisor Representative working at Lpl Financial LLC in San Mateo, CA and has over 25 years of experience in the finance industry.
Fred Abbott (CRD# 2278230) is an Investment Advisor Representative working at Lpl Financial LLC in Westerville, OH and has over 28 years of experience in the finance industry. Fred Abbott 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.