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 21 - 30 of 10,318 top financial advisors.
21
Thomas M. Abramson
CRD#: 4690465
Orchard Park, NY 14127

Thomas Abramson (CRD# 4690465) is an Investment Advisor Representative working at Lpl Financial LLC in Orchard Park, NY and has over 15 years of experience in the finance industry.

22
Carrie Aburto
CRD#: 5123585
Centennial, CO 80111

Carrie Aburto (CRD# 5123585) is an Investment Advisor Representative working at Lpl Financial LLC in Centennial, CO and has over 13 years of experience in the finance industry. Carrie Aburto 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.

23
Paul M. Accardi
CRD#: 4429381
Newburyport, MA 01950

Paul Accardi (CRD# 4429381) is an Investment Advisor Representative working at Lpl Financial LLC in Newburyport, MA and has over 18 years of experience in the finance industry.

24
Manly Acker
CRD#: 4704608
Katy, TX 77494

Manly Acker (CRD# 4704608) is an Investment Advisor Representative working at Lpl Financial LLC in Katy, TX and has over 15 years of experience in the finance industry.

25
Deborah Ackroyd
CRD#: 2728116
Rancho Mirage, CA 92270

Deborah Ackroyd (CRD# 2728116) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Mirage, CA and has over 19 years of experience in the finance industry.

26
Shannon K. Acosta
CRD#: 6347351
Memphis, TN 38120

Shannon Acosta (CRD# 6347351) is an Investment Advisor Representative working at Lpl Financial LLC in Memphis, TN and has over 4 years of experience in the finance industry.

27
Christopher L. Adajar
CRD#: 4298267
San Diego, CA 92108

Christopher Adajar (CRD# 4298267) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 18 years of experience in the finance industry.

28
Amy H. Adams
CRD#: 6381573
Benson, NC 27504

Amy Adams (CRD# 6381573) is an Investment Advisor Representative working at Lpl Financial LLC in Benson, NC and has over 3 years of experience in the finance industry.

29
Anita M. Adams
CRD#: 2298964
Dubuque, IA 52002

Anita Adams (CRD# 2298964) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has over 27 years of experience in the finance industry.

30
Austin D. Adams
CRD#: 842774
Highland Village, TX 75077

Austin Adams (CRD# 842774) is an Investment Advisor Representative working at Lpl Financial LLC in Highland Village, TX and has over 35 years of experience in the finance industry. Austin Adams 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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