Lps Financial LLC

Lps Financial LLC (CRD# 167901) is a financial advisory firm headquartered in New York, NY. They manage $14,515,770 in 66 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $219,936
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

LA, NY, TX

Financial Advisors at Lps Financial LLC
Showing 1 - 3 of 3 top financial advisors.
1
Aron Pinson
CRD#: 4730525
61 Broadway, Suite 2770, New York, NY 10006
96
Wealthminder
score

Aron Pinson (CRD# 4730525) is an Investment Advisor Representative working at Lps Financial LLC in New York, NY and has over 12 years of experience in the finance industry.

2
Gaurav Lall
CRD#: 4738175
61 Broadway, Suite 2770, New York, NY 10006
93
Wealthminder
score

Gaurav Lall (CRD# 4738175) is an Investment Advisor Representative working at Lps Financial LLC in New York, NY and has over 12 years of experience in the finance industry.

3
Danny Z. Spiegel
CRD#: 4191462
61 Broadway, Suite 2770, New York, NY 10006
86
Wealthminder
score

Danny Spiegel (CRD# 4191462) is an Investment Advisor Representative working at Lps Financial LLC in New York, NY and has over 12 years of experience in the finance industry. Danny Spiegel 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.

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