Sean StorckCRD Number: 5060005
Current Firm: Lpl Financial LLC
Sean Storck (CRD# 5060005) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 15 years of experience in the finance industry. Sean Storck 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.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Lpl Financial, LLC||San Diego, CA||Sep 2020 - Current||1|
|Merit Financial Group, LLC||San Diego, CA||Sep 2020 - Current||1|
|Reason Financial, Inc.||San Diego, CA||Jul 2012 - Current||9|
|Reason Financial||San Diego, CA||Jul 2012 - Current||9|
|Avantax Insurance Agency, LLC||San Diego, CA||Dec 2019 - Aug 2020||< 1|
|Avantax Advisory Services||San Diego, CA||Oct 2019 - Aug 2020||< 1|
|Avantax Investment Services, Inc.||San Diego, CA||Oct 2019 - Aug 2020||< 1|
|Avantax Insurance Services, Inc.||San Diego, CA||Jun 2007 - Aug 2020||13|
|1st Global Advisors, Inc.||El Cajon, CA||May 2006 - Oct 2019||13|
|1st Global Capital Corp.||El Cajon, CA||Jan 2006 - Oct 2019||13|
|Horizon Planning||San Diego, CA||May 2006 - Jul 2012||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2006|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.