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
James Abbott (CRD# 2482063) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, IA and has over 28 years of experience in the finance industry.
Lisa Abbott (CRD# 4169767) is an Investment Advisor Representative working at Lpl Financial LLC in Huntsville, AL and has over 21 years of experience in the finance industry.
Stephen Abbott (CRD# 1538140) is an Investment Advisor Representative working at Lpl Financial LLC in Farmingville, NY and has over 29 years of experience in the finance industry.
Charles Abboud (CRD# 1774605) is an Investment Advisor Representative working at Lpl Financial LLC in Baton Rouge, LA and has over 28 years of experience in the finance industry. Charles Abboud 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.
Joseph Abbruzzi (CRD# 1272342) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Laurel, NJ and has over 38 years of experience in the finance industry.
Clayton Abel (CRD# 5938137) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, SC and has over 11 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.
Roger Abel (CRD# 4525922) is an Investment Advisor Representative working at Lpl Financial LLC in Cedar Rapids, IA and has over 20 years of experience in the finance industry.
Marley Abell (CRD# 4232166) is an Investment Advisor Representative working at Lpl Financial LLC in Sallisaw, OK and has over 22 years of experience in the finance industry.
Weldon Abell (CRD# 2705314) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 27 years of experience in the finance industry.
Nicholas Abelow (CRD# 4775495) is an Investment Advisor Representative working at Lpl Financial LLC in South Lake Tahoe, CA and has over 18 years of experience in the finance industry.