Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Poway, CA
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Poway, A to Z.
4 registered advisors work at LPL Financial LLC in Poway, out of 22,666 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 2 are also registered broker representatives.
LPL Financial LLC advisors in Poway, A to Z
Every LPL Financial LLC advisor →- Michael N. BernierCertified Financial Planner
- Michael J. LuciaChartered Financial Consultant · Also a broker rep
- Danielle K. VigneaultAlso a broker rep
- David R. YankaskasInvestment adviser 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 809Fort Mill, SC 438Houston, TX 144Scottsdale, AZ 119Charlotte, NC 117Austin, TX 116Chicago, IL 109Las Vegas, NV 95Tampa, FL 91Honolulu, HI 88San Antonio, TX 87Fresno, CA 84Dallas, TX 81Seattle, WA 80Irvine, CA 74
Other firms in Poway
All Poway advisors →Blue Sky Capital Consultants Group, Inc. 7Merrill Lynch, Pierce, Fenner & Smith Incorporated 3
Questions
How many financial advisors does LPL Financial LLC have in Poway?
4 investment adviser representatives are registered at LPL Financial LLC offices in Poway, California, according to the SEC's Investment Adviser Public Disclosure records, out of 22,666 nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Poway?
LPL Financial LLC ranks number 2 in Poway by registered advisors; Blue Sky Capital Consultants Group, Inc. has the most, with 7.
How do I check a LPL Financial LLC advisor in Poway?
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.