Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Diamond Bar, CA
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Diamond Bar, A to Z.
The short answer
5 registered advisors work at LPL Financial LLC in Diamond Bar, out of 21,094 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 5 are also registered broker representatives.
LPL Financial LLC advisors in Diamond Bar, A to Z
Every LPL Financial LLC advisor →- Brent J. BeverlyCertified Financial Planner · Also a broker rep
- Manuel F. ChinchayCertified Financial Planner · Also a broker rep
- Andrew B. ChouCertified Financial Planner · Also a broker rep
- Leslie A. CoulsonAlso a broker rep
- Lawrence M. HoeyAlso 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 Diamond Bar
All Diamond Bar advisors →Independent Financial Group, LLC 8J.P. Morgan Securities LLC 5Osaic Wealth, Inc. 5Cetera Investment Advisers LLC 4
Questions
How many financial advisors does LPL Financial LLC have in Diamond Bar?
5 investment adviser representatives are registered at LPL Financial LLC offices in Diamond Bar, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Diamond Bar?
LPL Financial LLC ranks number 3 in Diamond Bar by registered advisors; Independent Financial Group, LLC has the most, with 8.
How do I check a LPL Financial LLC advisor in Diamond Bar?
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.