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Financial ADVSR advisor directory · SEC adviser records

LPL Financial LLC financial advisors in Costa Mesa, CA

Every SEC-registered investment adviser representative at a LPL Financial LLC office in Costa Mesa, A to Z.

The short answer

14 registered advisors work at LPL Financial LLC in Costa Mesa, out of 21,094 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 14 are also registered broker representatives.

LPL Financial LLC advisors in Costa Mesa, A to Z

Every LPL Financial LLC advisor →

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 Costa Mesa

All Costa Mesa advisors →

Osaic Wealth, Inc. 18Captrust 16Check Capital Management Inc. 8Citigroup Global Markets Inc. 8Strategic Advisers LLC 7Edward Jones 6Independent Financial Group, LLC 6Cetera Investment Advisers LLC 5Fifth Third Securities, Inc. 5Leisure Capital Management, Inc. 5Sovran Advisors, LLC 5Edelman Financial Engines 4

Questions

How many financial advisors does LPL Financial LLC have in Costa Mesa?

14 investment adviser representatives are registered at LPL Financial LLC offices in Costa Mesa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 1 list the CFP designation and 14 are also registered as broker representatives.

Is LPL Financial LLC one of the largest advisor employers in Costa Mesa?

LPL Financial LLC ranks number 3 in Costa Mesa by registered advisors; Osaic Wealth, Inc. has the most, with 18.

How do I check a LPL Financial LLC advisor in Costa Mesa?

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.