Philip O'quin (CRD# 4630244) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Charles, LA and has over 11 years of experience in the finance industry.
CRD# 2250123
Lpl Financial LLC
CRD# 3151320
J.p. Morgan Securities LLC
CRD# 2768598
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lake Charles, LA | Oct 2019 - Current | 4 |
| Fsc Securities Corp | Atlanta, GA | Oct 2015 - Oct 2019 | 4 |
| Lpl Financial | Lake Charles, LA | Nov 2012 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2012 |
- LA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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
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