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
Dustin Abels (CRD# 6323477) is an Investment Advisor Representative working at Lpl Financial LLC in Forest City, IA and has over 8 years of experience in the finance industry.
Linda Abels (CRD# 2174239) is an Investment Advisor Representative working at Lpl Financial LLC in Forest City, IA and has over 31 years of experience in the finance industry.
James Abernethy (CRD# 1130816) is an Investment Advisor Representative working at Lpl Financial LLC in Littleton, CO and has over 31 years of experience in the finance industry.
Tyler Abney (CRD# 5138196) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 16 years of experience in the finance industry.
Michael Abramo (CRD# 2931681) is an Investment Advisor Representative working at Lpl Financial LLC in Upton, MA and has over 25 years of experience in the finance industry.
Allan Abrams (CRD# 1788077) is an Investment Advisor Representative working at Lpl Financial LLC in Foster City, CA and has over 23 years of experience in the finance industry.
Karen Abramski (CRD# 4079212) is an Investment Advisor Representative working at Lpl Financial LLC in Houston, TX and has over 23 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.
Jessica Abrego (CRD# 3274138) 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.
Keyan Abrishamkar (CRD# 5064197) is an Investment Advisor Representative working at Lpl Financial LLC in Rockville, MD and has over 16 years of experience in the finance industry.
Carolyn Abshier (CRD# 5324995) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 15 years of experience in the finance industry.