Lpl Financial LLC

Lpl Financial LLC (CRD# 6413) is a financial advisory firm headquartered in Fort Mill, SC. They manage $207,793,164,246 in 892,326 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    207,793
    MILLION
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
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 1 - 10 of 12,502 top financial advisors.
1
James R. Greno
CRD#: 3221992
2605 Nicholson Rd Ste 3200, Sewickley, PA 15143

James Greno (CRD# 3221992) is an Investment Advisor Representative working at Lpl Financial LLC in Sewickley, PA and has over 21 years of experience in the finance industry.

2
Richard M. Gerbracht
CRD#: 5310387
Bay Village, OH

Richard Gerbracht (CRD# 5310387) is an Investment Advisor Representative working at Lpl Financial LLC in Bay Village, OH and has over 13 years of experience in the finance industry.

3
Angelene C. Aadland
CRD#: 5801352
308 S. Main, Aberdeen, SD 57401

Angelene Aadland (CRD# 5801352) is an Investment Advisor Representative working at Lpl Financial LLC in Aberdeen, SD and has over 6 years of experience in the finance industry.

4
John E. Aanensen
CRD#: 1218172
651 Orchard Street Suite 204, New Bedford, MA 02744

John Aanensen (CRD# 1218172) is an Investment Advisor Representative working at Lpl Financial LLC in New Bedford, MA and has over 28 years of experience in the finance industry.

5
Fred D. Abajelo
CRD#: 1351279
2010 N First Street, Suite 500, San Jose, CA 95131

Fred Abajelo (CRD# 1351279) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 26 years of experience in the finance industry.

6
Eva B. Abate
CRD#: 2250123
2201 Lake St Ste 104, Lake Charles, LA 70601

Eva Abate (CRD# 2250123) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Charles, LA and has over 22 years of experience in the finance industry. Eva Abate 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.

7
Rosemarie Abate
CRD#: 3215953
61 Paramus Road Ste 116, Paramus, NJ 07652

Rosemarie Abate (CRD# 3215953) is an Investment Advisor Representative working at Lpl Financial LLC in Paramus, NJ and has over 13 years of experience in the finance industry. Rosemarie Abate 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.

8
Peter D. Abbey
CRD#: 2183126
San Mateo, CA

Peter Abbey (CRD# 2183126) is an Investment Advisor Representative working at Lpl Financial LLC in San Mateo, CA and has over 23 years of experience in the finance industry.

9
Sharon K. Abbey
CRD#: 2191490
Groves, TX

Sharon Abbey (CRD# 2191490) is an Investment Advisor Representative working at Lpl Financial LLC in Groves, TX and has over 20 years of experience in the finance industry.

10
Daniel T. Abbott
CRD#: 4760390
1525 Market St, Dayton, TN 37321

Daniel Abbott (CRD# 4760390) is an Investment Advisor Representative working at Lpl Financial LLC in Dayton, TN and has over 16 years of experience in the finance industry.

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