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).

Current Firm Details
1055 Lpl Way, Fort Mill, SC 29715
https://www.linkedin.com/company/lpl-financial
By the Numbers
  • Total Assets Under Management
    404,176
    MILLION
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
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 16,068 top financial advisors.
41
Carrie Aburto, financial advisor Centennial CO
Carrie Aburto
CRD#: 5123585
7400 E Caley Ave, Ste 110, Centennial, CO 80111

Carrie Aburto (CRD# 5123585) is an Investment Advisor Representative working at Lpl Financial LLC in Centennial, CO and has over 16 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.

42
Danielle Accardi, financial advisor Wilbraham MA
Danielle M. Accardi
CRD#: 4385290
85 Post Office Park, Ste. 8525, Wilbraham, MA 01095

Danielle Accardi (CRD# 4385290) is an Investment Advisor Representative working at Lpl Financial LLC in Wilbraham, MA and has over 8 years of experience in the finance industry.

43
Paul Accardi, financial advisor Newburyport MA
Paul M. Accardi
CRD#: 4429381
37 1/2 Forrester Street, Newburyport, MA 01950

Paul Accardi (CRD# 4429381) is an Investment Advisor Representative working at Lpl Financial LLC in Newburyport, MA and has over 21 years of experience in the finance industry.

44
Gary Acheatel, financial advisor Ashland OR
Gary D. Acheatel
CRD#: 1644664
Ashland, OR

Gary Acheatel (CRD# 1644664) is an Investment Advisor Representative working at Lpl Financial LLC in Ashland, OR and has over 35 years of experience in the finance industry.

45
Melissa Acher, financial advisor West Lafayette IN
Melissa A. Acher
CRD#: 4121340
1551 Win Hentschel Blvd, West Lafayette, IN 47906

Melissa Acher (CRD# 4121340) is an Investment Advisor Representative working at Lpl Financial LLC in West Lafayette, IN and has over 22 years of experience in the finance industry.

46
Manly Acker, financial advisor Katy TX
Manly Acker
CRD#: 4704608
5206 Jackson Park Ln, Katy, TX 77494

Manly Acker (CRD# 4704608) is an Investment Advisor Representative working at Lpl Financial LLC in Katy, TX and has over 18 years of experience in the finance industry.

47
Jacob Ackerman, financial advisor Clearwater FL
Jacob B. Ackerman
CRD#: 6835853
1212 Court Street, Suite A, Clearwater, FL 33756

Jacob Ackerman (CRD# 6835853) is an Investment Advisor Representative working at Lpl Financial LLC in Clearwater, FL and has over 5 years of experience in the finance industry.

48
Shannon Acosta, financial advisor Memphis TN
Shannon K. Acosta
CRD#: 6347351
5855 Ridge Bend Rd, Memphis, TN 38120

Shannon Acosta (CRD# 6347351) is an Investment Advisor Representative working at Lpl Financial LLC in Memphis, TN and has over 7 years of experience in the finance industry.

49
James Adair, financial advisor Marriottsville MD
James F. Adair
CRD#: 4574314
2205 Warwick Way Suite 300, Marriottsville, MD 21104

James Adair (CRD# 4574314) is an Investment Advisor Representative working at Lpl Financial LLC in Marriottsville, MD and has over 17 years of experience in the finance industry.

50
Christopher Adajar, financial advisor San Diego CA
Christopher L. Adajar
CRD#: 4298267
7676 Hazard Center Dr, #1050, 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 21 years of experience in the finance industry.

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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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