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 41 - 50 of 10,318 top financial advisors.
41
Tracy N. Adams
CRD#: 4412486
Muskegon, MI 49441

Tracy Adams (CRD# 4412486) is an Investment Advisor Representative working at Lpl Financial LLC in Muskegon, MI and has over 9 years of experience in the finance industry.

42
Steven Q. Adamski
CRD#: 4323474
Green Bay, WI 54311

Steven Adamski (CRD# 4323474) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 18 years of experience in the finance industry.

43
Craig A. Adamson
CRD#: 2751115
Marion, IA 52302

Craig Adamson (CRD# 2751115) is an Investment Advisor Representative working at Lpl Financial LLC in Marion, IA and has over 23 years of experience in the finance industry.

44
Alan F. Adducci
CRD#: 3030907
Naperville, IL 60563

Alan Adducci (CRD# 3030907) is an Investment Advisor Representative working at Lpl Financial LLC in Naperville, IL and has over 21 years of experience in the finance industry. Alan Adducci 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.

45
Evan J. Adelglass
CRD#: 2392225
Ansonia, CT 06401

Evan Adelglass (CRD# 2392225) is an Investment Advisor Representative working at Lpl Financial LLC in Ansonia, CT and has over 26 years of experience in the finance industry.

46
Claude N. Adkins
CRD#: 3270598
Kingsport, TN 37660

Claude Adkins (CRD# 3270598) is an Investment Advisor Representative working at Lpl Financial LLC in Kingsport, TN and has over 20 years of experience in the finance industry.

47
Coleen M. Adley
CRD#: 6407971
Griffith, IN 46319

Coleen Adley (CRD# 6407971) is an Investment Advisor Representative working at Lpl Financial LLC in Griffith, IN and has over 4 years of experience in the finance industry.

48
Paul M. Aftanas
CRD#: 4671712
Marinette, WI 54143

Paul Aftanas (CRD# 4671712) is an Investment Advisor Representative working at Lpl Financial LLC in Marinette, WI and has over 16 years of experience in the finance industry.

49
Jay Agarwal
CRD#: 2483473
Chicago, IL 60602

Jay Agarwal (CRD# 2483473) is an Investment Advisor Representative working at Lpl Financial LLC in Chicago, IL and has over 25 years of experience in the finance industry.

50
Edward A. Agnew
CRD#: 1039320
Kenosha, WI 53142

Edward Agnew (CRD# 1039320) is an Investment Advisor Representative working at Lpl Financial LLC in Kenosha, WI and has over 32 years of experience in the finance industry.

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