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 11 - 20 of 10,318 top financial advisors.
11
Clayton D. Abel
CRD#: 5938137
Summerville, SC 29483

Clayton Abel (CRD# 5938137) is an Investment Advisor Representative working at Lpl Financial LLC in Summerville, SC and has over 8 years of experience in the finance industry. Clayton Abel 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.

12
Roger G. Abel
CRD#: 4525922
Cedar Rapids, IA 52402

Roger Abel (CRD# 4525922) is an Investment Advisor Representative working at Lpl Financial LLC in Cedar Rapids, IA and has over 17 years of experience in the finance industry.

13
Weldon T. Abell
CRD#: 2705314
San Diego, CA 92130

Weldon Abell (CRD# 2705314) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 23 years of experience in the finance industry.

14
Nicholas A. Abelow
CRD#: 4775495
South Lake Tahoe, CA 96150

Nicholas Abelow (CRD# 4775495) is an Investment Advisor Representative working at Lpl Financial LLC in South Lake Tahoe, CA and has over 15 years of experience in the finance industry.

15
James R. Abernethy
CRD#: 1130816
Evergreen, CO 80439

James Abernethy (CRD# 1130816) is an Investment Advisor Representative working at Lpl Financial LLC in Evergreen, CO and has over 28 years of experience in the finance industry.

16
Tyler J. Abney
CRD#: 5138196
San Diego, CA 92121

Tyler Abney (CRD# 5138196) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 13 years of experience in the finance industry.

17
Raymond C. Abracosa
CRD#: 2219717
Torrance, CA 90505

Raymond Abracosa (CRD# 2219717) is an Investment Advisor Representative working at Lpl Financial LLC in Torrance, CA and has over 27 years of experience in the finance industry.

18
Michael A. Abramo
CRD#: 2931681
Milford, MA 01757

Michael Abramo (CRD# 2931681) is an Investment Advisor Representative working at Lpl Financial LLC in Milford, MA and has over 22 years of experience in the finance industry.

19
Stuart D. Abrams
CRD#: 1949220
Beachwood, OH 44122

Stuart Abrams (CRD# 1949220) is an Investment Advisor Representative working at Lpl Financial LLC in Beachwood, OH and has over 8 years of experience in the finance industry.

20
Karen K. Abramski
CRD#: 4079212
Houston, TX 77014

Karen Abramski (CRD# 4079212) is an Investment Advisor Representative working at Lpl Financial LLC in Houston, TX and has over 20 years of experience in the finance industry. Karen Abramski 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.

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