Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Citrus Heights, CA
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Citrus Heights, A to Z.
The short answer
6 registered advisors work at LPL Financial LLC in Citrus Heights, out of 21,094 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.
LPL Financial LLC advisors in Citrus Heights, A to Z
Every LPL Financial LLC advisor →- Tracy M. KliewerAlso a broker rep
- Martin R. MeierAlso a broker rep
- Matthew PerkinsAlso a broker rep
- Kimberly C. SuttonAlso a broker rep
- Coreen M. WoehlChartered Financial Consultant · Also a broker rep
- Yu YeAlso 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 Citrus Heights
All Citrus Heights advisors →Questions
How many financial advisors does LPL Financial LLC have in Citrus Heights?
6 investment adviser representatives are registered at LPL Financial LLC offices in Citrus Heights, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Citrus Heights?
LPL Financial LLC ranks number 1 in Citrus Heights by registered advisors, ahead of Cetera Investment Advisers LLC (3).
How do I check a LPL Financial LLC advisor in Citrus Heights?
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.