Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Newport Beach, CA
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Newport Beach, A to Z.
The short answer
64 registered advisors work at LPL Financial LLC in Newport Beach, out of 21,094 at the firm nationwide; it ranks number 6 in the city by advisors. 7 list the CFP designation and 64 are also registered broker representatives.
LPL Financial LLC advisors in Newport Beach, A to Z
Every LPL Financial LLC advisor →- Reuben AbrahamAlso a broker rep
- Natalie AdamsAlso a broker rep
- Jennifer M. AhernAlso a broker rep
- Zachary T. AlarioCertified Financial Planner · Also a broker rep
- Marcus S. AlexanderAlso a broker rep
- Ali R. ArikAlso a broker rep
- Garrett BackusAlso a broker rep
- Cathie M. Callahan D'ItriAlso a broker rep
- David M. ChoiAlso a broker rep
- Krystian L. CiepluchaChartered Financial Analyst · Also a broker rep
- Christina L. ClevelandAlso a broker rep
- Aaron G. CookAlso a broker rep
- Jeffrey CzajkaAlso a broker rep
- Macallan D. DalphyAlso a broker rep
- Richard A. DoughertyAlso a broker rep
- William E. DugginsCertified Financial Planner · Also a broker rep
- Steven C. EdwardsAlso a broker rep
- Robert L. ErricoCertified Financial Planner · Also a broker rep
- Dina F. FargallaAlso a broker rep
- Brandon S. FielyAlso a broker rep
- Charles R. HearnChartered Financial Consultant · Also a broker rep
- Marta M. HerzogAlso a broker rep
- Matthew J. HolbrookCertified Financial Planner · Also a broker rep
- Tina M. HumCertified Financial Planner · Also a broker rep
- Mark D. JillsonAlso a broker rep
- Steven D. JillsonAlso a broker rep
- Dylan A. JohnsonAlso a broker rep
- Jeffry J. JohnsonAlso a broker rep
- Jerry A. KanterAlso a broker rep
- Chad E. KriegAlso a broker rep
- Jamie KrigbaumAlso a broker rep
- Carole A. LaneAlso a broker rep
- Iman N. Malek-AsgharAlso a broker rep
- Rebecca J. MarshallAlso a broker rep
- Ryan J. MartinAlso a broker rep
- Darren S. MasonChartered Financial Consultant · Also a broker rep
- Whitney C. MasseyAlso a broker rep
- David E. McKenzieAlso a broker rep
- Samuel MillerAlso a broker rep
- Mark M. MitamuraAlso a broker rep
- Andrew OdishCertified Financial Planner · Also a broker rep
- Shayne R. OlsenAlso a broker rep
- Marcus E. ParedesAlso a broker rep
- Mai T. ParkAlso a broker rep
- Eldon D. Pence IIIAlso a broker rep
- Matthew PetermannAlso a broker rep
- Huy D. PhamAlso a broker rep
- Alberto J. PujolsAlso a broker rep
- John RaringAlso a broker rep
- Tyler E. RenaudAlso a broker rep
- Ramilo R. ReyesAlso a broker rep
- Patricia A. SchulerChartered Financial Consultant · Also a broker rep
- Robert SileoCertified Financial Planner · Also a broker rep
- Kenneth H. SouthAlso a broker rep
- Eric W. SquiresAlso a broker rep
- David L. StarkeyAlso a broker rep
- Daniel A. StelliniAlso a broker rep
- John H. SwiftAlso a broker rep
- Adam S. VartanyanAlso a broker rep
- Karen V. VogelsangAlso a broker rep
- Jeffrey WhiteAlso a broker rep
- Sterling WinslowAlso a broker rep
- Ronald K. Witter Jr.Also a broker rep
- Timothy WoodallAlso 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 Newport Beach
All Newport Beach advisors →Beacon Pointe Advisors, LLC 202Merrill Lynch, Pierce, Fenner & Smith Incorporated 190Goldman Sachs Wealth Services, L.P. 142Morgan Stanley 82UBS Financial Services Inc. 78J.P. Morgan Securities LLC 60Wells Fargo Clearing Services, LLC 58Creative Planning Institutional Advisors, LLC 48Charles Schwab & Co., Inc. 40Cetera Investment Advisers LLC 39Stifel, Nicolaus & Company, Incorporated 38MML Investors Services, LLC 33
Questions
How many financial advisors does LPL Financial LLC have in Newport Beach?
64 investment adviser representatives are registered at LPL Financial LLC offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 7 list the CFP designation and 64 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Newport Beach?
LPL Financial LLC ranks number 6 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 202.
How do I check a LPL Financial LLC advisor in Newport Beach?
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.