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 31 - 40 of 10,318 top financial advisors.
31
Clint L. Adams
CRD#: 4170630
Dallas, TX 75252

Clint Adams (CRD# 4170630) is an Investment Advisor Representative working at Lpl Financial LLC in Dallas, TX and has over 19 years of experience in the finance industry. Clint 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.

32
Craig C. Adams
CRD#: 5339011
Tulsa, OK 74136

Craig Adams (CRD# 5339011) is an Investment Advisor Representative working at Lpl Financial LLC in Tulsa, OK and has over 12 years of experience in the finance industry.

33
Donald E. Adams
CRD#: 1272475
Neodesha, KS 66757

Donald Adams (CRD# 1272475) is an Investment Advisor Representative working at Lpl Financial LLC in Neodesha, KS and has over 29 years of experience in the finance industry.

34
Dustin S. Adams
CRD#: 4440049
Benton, KY 42025

Dustin Adams (CRD# 4440049) is an Investment Advisor Representative working at Lpl Financial LLC in Benton, KY and has over 18 years of experience in the finance industry.

35
Dwayne E. Adams
CRD#: 2409932
Centerville, OH 45459

Dwayne Adams (CRD# 2409932) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, OH and has over 26 years of experience in the finance industry. Dwayne 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.

36
Justin T. Adams
CRD#: 4291736
San Diego, CA 92121

Justin Adams (CRD# 4291736) 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.

37
Larry G. Adams
CRD#: 2793547
Cumming, GA 30040

Larry Adams (CRD# 2793547) is an Investment Advisor Representative working at Lpl Financial LLC in Cumming, GA and has over 20 years of experience in the finance industry.

38
Robert E. Adams
CRD#: 1844516
Montgomery, AL 36117

Robert Adams (CRD# 1844516) is an Investment Advisor Representative working at Lpl Financial LLC in Montgomery, AL and has over 31 years of experience in the finance industry.

39
Teresa M. Adams
CRD#: 4044152
Denison, TX 75020

Teresa Adams (CRD# 4044152) is an Investment Advisor Representative working at Lpl Financial LLC in Denison, TX and has over 9 years of experience in the finance industry.

40
Todd P. Adams
CRD#: 1011585
Fort Myers, FL 33907

Todd Adams (CRD# 1011585) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Myers, FL and has over 25 years of experience in the finance industry. Todd 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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