Lpl Financial LLC
Lpl Financial LLC (CRD# 6413) is a financial advisory firm headquartered in Boston, MA. They manage $112,086,363,193 in 531,091 accounts and serve the financial needs of clients across 52 states (or territories).
Total Assets Under Management112,086MILLION
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
Paul Hoogendoorn (CRD# 5349191) is a Wealth Advisor working at LPL Financial LLC in Sioux Center, IA and has over 8 years of experience in the finance industry. Paul Hoogendoorn 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Julie Martinez (CRD# 5605585)
As an Advisor, Julie is an innovator in removing the obstacles people face when planning for the future. For over 15 years, she has assisted clients with transitions such as retirement/work-life reinvention, business transition, death of a loved one, financial windfall and inheritance. Julie has experience in cash-flow analysis, business owner planning strategies, next generation education, legacy and estate planning, and incorporating real estate, businesses and mineral interest holdings into a financial plan.
Julie began her career while still in grade school, helping her real estate broker mother with filing, organizing and showing property. Her mother treated every client as if he or she were a member of her own family. She was proud to have generations of families seek her advice on real estate matters and maintains many of those relationships into her own retirement. This early mentoring instilled in Julie a fundamental business belief: treat every client as if he/she were your family member and as if the relationship will last for generations. Julie graduated with honors from Colorado State University and earned her CERTIFIED FINANCIAL PLANNER™ designation. In 2009, she became a Sudden Money™ Advisor and is one of a handful of advisors nationally in the Institute’s Mastery Program. Prior to joining BSW Wealth Partners in 2015, Julie was co-owner of a financial planning firm. Julie is past President of the West River Estate and Financial Planning Council and past Board Member of Zonta Club of the Black Hills.
When out of the office, Julie can be found skiing, mountain biking, and exploring the outdoors with
her husband and two teenage daughters.
Education, accreditation, leadership and service:
- BA, Colorado State University
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Financial Transitionist™ (CFT™)
- Member – Financial Planning Association
- Volunteer – Women in Science Annual Youth Conference
- Volunteer – Idea Wild, Biodiversity Conservation Organization
Chris Rondinelli is a Financial Advisor with Seven Fields Wealth Management. Chris's mission is to help clients live a life of financial independence by acting as their personal Chief Financial Officer (CFO). Chris specializes in retirement planning and retirement living. He helps clients address these goals by focusing on the following areas:
- Retirement Goal Planning - how to strive to achieve financial independence
- Retirement Income Planning - how to generate the income you need
- Social Security Planning - how to maximize your benefits
- Medicare Planning - how to minimize your health care costs
- Long-term Care Planning - how to protect yourself, your loved ones, and your assets
- Estate Planning - how to prepare your legacy
Chris has been in the financial planning industry for over 8 years. Chris has a bachelors degree in Economics with a concentration in Finance from the University of North Carolina at Chapel Hill. Chris holds the following registrations: Series 7, 63, and 65 with LPL Financial and licenses for Life & Health. He is also a member of the Financial Planning Association.
Chris believes strongly in work-life balance. In his spare time, he likes to travel, golf, play tennis, cook, and read. He also enjoys spending time with his Great Dane and he enjoys all that the beautiful city of Pittsburgh has to offer.
David Gray (CRD# 2241844) is an Investment Advisor Representative working at Lpl Financial LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry. David Gray 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.
Roger Shorr (CRD# 2019423) is an Investment Advisor Representative working at Lpl Financial LLC in Towson, MD and has over 23 years of experience in the finance industry. Roger Shorr 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.
James co-founded Capital South Wealth Management to address the needs of underserved families and individuals. James and the Capital South team work with clients to plan for wealth transfers whether by death, divorce or windfall. This process requires diligence and care to examine every aspect from asset protection, behavioral counseling, income planning, insurance, budgeting, estate planning and investments.
James is an alum of the E.J. Ourso College of Business at Louisiana State University, where he graduated with both a Bachelor of Science in Finance and a Master of Science in Finance with a focus on Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ Professional, awarded by the Certified Financial Planner Board of Standards, Inc. In addition to the CFP® designation, James is also a Chartered Financial Consultant®. The ChFC® designation is awarded by the American College, a non-profit educational institution with the highest academic accreditation, dedicated to the development of financial professionals.
His professional securities registrations include Series 7-General Securities Representative, Series 66-Investment Adviser Representative, and Life, Health and Disability Insurance license. James is a member of several professional and community organizations including the Financial Planning Association (FPA), the Baton Rouge Estate & Business Planning Council, Forum 35, the Louisiana Association of Business and Industry and he currently serves as an ambassador of the Baton Rouge Area Chamber.
Donald Boyd Ii (CRD# 4185736) is an Investment Advisor Representative working at Lpl Financial LLC in West Des Moines, IA and has over 18 years of experience in the finance industry.
Kevin Christensen is an Investment Advisor Representative working at LPL Financial LLC in San Diego, CA and has over 7 years of experience in the finance industry.
Overland & Shanahan is a comprehensive financial planning firm that specializes in investment management, insurance planning, college education planning and tax minimization strategies. They also work with small business owners in designing employee benefit plans including qualified retirement plans and executive benefit packages.