Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Burlingame, CA
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Burlingame, A to Z.
The short answer
6 registered advisors work at LPL Financial LLC in Burlingame, out of 21,094 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 6 are also registered broker representatives.
LPL Financial LLC advisors in Burlingame, A to Z
Every LPL Financial LLC advisor →- Corey A. BeucusAlso a broker rep
- Paul J. KarsonAlso a broker rep
- Robert H. KellerAlso a broker rep
- Jason P. OreillyAlso a broker rep
- Eddy H. ShumCertified Financial Planner, Personal Financial Specialist · Also a broker rep
- Stephanie H. ShumCertified Financial Planner · Also a broker rep
LPL Financial LLC advisors in every city and state →LPL Financial LLC: assets, clients and custodians →LPL Financial news and advisor moves →LPL Financial LLC payout grid vs. other firms →Advisor Moves: who changed firms this week →
LPL Financial LLC advisors in other cities
San Diego, CA 743Fort Mill, SC 408Houston, TX 130Charlotte, NC 114Austin, TX 112Scottsdale, AZ 109Chicago, IL 100Las Vegas, NV 89Tampa, FL 89Seattle, WA 80Fresno, CA 79Honolulu, HI 77San Antonio, TX 77Dallas, TX 76Atlanta, GA 70
Other firms in Burlingame
All Burlingame advisors →Strategic Advisers LLC 19Morgan Stanley 15Occidental Asset Management, LLC 7Edward Jones 3J.P. Morgan Securities LLC 3Tessara Wealth 3
Questions
How many financial advisors does LPL Financial LLC have in Burlingame?
6 investment adviser representatives are registered at LPL Financial LLC offices in Burlingame, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 2 list the CFP designation and 6 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Burlingame?
LPL Financial LLC ranks number 4 in Burlingame by registered advisors; Strategic Advisers LLC has the most, with 19.
How do I check a LPL Financial LLC advisor in Burlingame?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the LPL Financial LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.