Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Napa, CA
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Napa, A to Z.
The short answer
22 registered advisors work at LPL Financial LLC in Napa, out of 21,094 at the firm nationwide; it ranks number 2 in the city by advisors. 3 list the CFP designation and 19 are also registered broker representatives.
LPL Financial LLC advisors in Napa, A to Z
Every LPL Financial LLC advisor →- Efrain AcostaAlso a broker rep
- Matthew L. BarlowAlso a broker rep
- Edward Ryan G. BondocAlso a broker rep
- James T. CalfordaAlso a broker rep
- Max J. CluerAlso a broker rep
- Dena L. DebenedettiAlso a broker rep
- James W. DimarcoAlso a broker rep
- Michael E. GeitnerAlso a broker rep
- Justin A. KatzAlso a broker rep
- Tiffany W. Lam-BalfourAlso a broker rep
- Sean T. LynchAlso a broker rep
- Michael ManfredInvestment adviser rep
- Gerardo MartinAlso a broker rep
- Janet L. MlynarCertified Financial Planner · Also a broker rep
- Brian C. MonskeAlso a broker rep
- Michael MurrayInvestment adviser rep
- Michael V. OsheaAlso a broker rep
- Mark C. RichmondCertified Financial Planner · Also a broker rep
- Kenneth RodeInvestment adviser rep
- Ashton J. UrdaAlso a broker rep
- James J. UrdaCertified Financial Planner · Also a broker rep
- Marck ZuehlsdorffAlso a broker rep
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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 Napa
All Napa advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Morgan Stanley 18UBS Financial Services Inc. 10Wells Fargo Clearing Services, LLC 8Charles Schwab & Co., Inc. 6Dedora Capital, Inc. 6Edward Jones 6Osaic Wealth, Inc. 5The Mather Group, LLC 55t Wealth, LLC 4Cetera Investment Advisers LLC 4J.P. Morgan Securities LLC 4
Questions
How many financial advisors does LPL Financial LLC have in Napa?
22 investment adviser representatives are registered at LPL Financial LLC offices in Napa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 3 list the CFP designation and 19 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Napa?
LPL Financial LLC ranks number 2 in Napa by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 23.
How do I check a LPL Financial LLC advisor in Napa?
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.