Linda Herman, financial advisor West Mifflin PA

Linda Herman

CRD Number: 3051831
Current Firm: Lpl Financial LLC

Linda Herman (CRD# 3051831) is an Investment Advisor Representative working at Lpl Financial LLC in West Mifflin, PA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Fort Mill, SC May 2015 - Current 8
Tri Rivers Electric Crafton, PA Jan 2011 - Jan 2022 11
Kohl's West Mifflin, PA Sep 2016 - Mar 2020 3
Oppenheimer & Company Inc. Pittsburgh, PA Mar 2009 - Apr 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Linda A. Herman
Phone Number: 704-733-3300
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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

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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