Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Irvine, CA
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Irvine, A to Z.
The short answer
61 registered advisors work at LPL Financial LLC in Irvine, out of 21,098 at the firm nationwide; it ranks number 5 in the city by advisors. 14 list the CFP designation and 59 are also registered broker representatives.
LPL Financial LLC advisors in Irvine, A to Z
Every LPL Financial LLC advisor →- Morgan D. AtkinsonInvestment adviser rep
- Louis R. AvalosAlso a broker rep
- William P. Barnes IVAlso a broker rep
- Derek A. BergfeldAlso a broker rep
- Clifford E. Breeden IIIAlso a broker rep
- Kaylee BreedingAlso a broker rep
- Juan J. CastellsAlso a broker rep
- Rodney J. ChamberlinAlso a broker rep
- Gale E. ChathamAlso a broker rep
- Henry ChauAlso a broker rep
- Brendan L. CollinsChartered Financial Analyst · Also a broker rep
- Daniel W. CraneAlso a broker rep
- Brett D. CurranAlso a broker rep
- Timothy N. DavidsonChartered Financial Analyst
- Loreen M. GilbertAlso a broker rep
- Ralph I. Glasgow IIIAlso a broker rep
- Carly C. GoldAlso a broker rep
- Andrei S. HallCertified Financial Planner · Also a broker rep
- Stephanie M. HammellAlso a broker rep
- James HassAlso a broker rep
- Carlos D. HernandezAlso a broker rep
- Miguel A. HernandezAlso a broker rep
- Janice K. HobbsAlso a broker rep
- James T. JonesAlso a broker rep
- Richard S. KosaiCertified Financial Planner · Also a broker rep
- Larry I. LevenstoneAlso a broker rep
- Michael L. LiangAlso a broker rep
- Jonathan LienCertified Financial Planner · Also a broker rep
- Nicholas R. LupoAlso a broker rep
- Asim MandhaiAlso a broker rep
- Tracy L. MarlinAlso a broker rep
- Natasha McPhersonAlso a broker rep
- Michael H. MullaneAlso a broker rep
- Sean M. OkeefeCertified Financial Planner · Also a broker rep
- Tara OlivieriAlso a broker rep
- Alger G. OsentoskiCertified Financial Planner · Also a broker rep
- Raymond C. PaiCertified Financial Planner · Also a broker rep
- Izamar PerezAlso a broker rep
- Erle M. PetrieCertified Financial Planner · Also a broker rep
- Laurance T. PhisterAlso a broker rep
- Randy J. PierceAlso a broker rep
- Christopher W. PolimeniAlso a broker rep
- Christopher A. QuinleyAlso a broker rep
- Paolo QuirogaAlso a broker rep
- Balaji RaoAlso a broker rep
- Richard D. RatzAlso a broker rep
- Grant W. RaymondCertified Financial Planner · Also a broker rep
- Stefan L. ReddrickAlso a broker rep
- Anthony L. RobleCertified Financial Planner · Also a broker rep
- Wesley J. RowlandsAlso a broker rep
- Taylor J. SalisburyAlso a broker rep
- Mohammad Ali S. SepehrniaAlso a broker rep
- Timothy J. SheaCertified Financial Planner · Also a broker rep
- Mike S. SheetsCertified Financial Planner · Also a broker rep
- Jason D. SherrAlso a broker rep
- Fina L. SneedCertified Financial Planner · Also a broker rep
- Kyle J. SosciaCertified Financial Planner · Also a broker rep
- Barbara E. StowellAlso a broker rep
- Derrick J. StrubAlso a broker rep
- Anh P. TranCertified Financial Planner · Also a broker rep
- Kevin W. VogtAlso a broker rep
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LPL Financial LLC advisors in other cities
San Diego, CA 742Fort Mill, SC 417Houston, TX 128Austin, TX 117Scottsdale, AZ 109Charlotte, NC 107Chicago, IL 104Las Vegas, NV 96Tampa, FL 87Fresno, CA 80Honolulu, HI 76San Antonio, TX 75Seattle, WA 74Dallas, TX 73Atlanta, GA 67
Other firms in Irvine
All Irvine advisors →J.P. Morgan Securities LLC 191Wells Fargo Clearing Services, LLC 136Morgan Stanley 102Merrill Lynch, Pierce, Fenner & Smith Incorporated 65LPL Enterprise, LLC 59Equitable Advisors, LLC 46Osaic Wealth, Inc. 45Cooper McManus 32UBS Financial Services Inc. 31Strategic Advisers LLC 30Charles Schwab & Co., Inc. 27Park Avenue Securities LLC 26
Questions
How many financial advisors does LPL Financial LLC have in Irvine?
61 investment adviser representatives are registered at LPL Financial LLC offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,098 nationwide. 14 list the CFP designation and 59 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Irvine?
LPL Financial LLC ranks number 5 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 191.
How do I check a LPL Financial LLC advisor in Irvine?
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.