Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a LPL Financial LLC office in San Francisco, A to Z.
The short answer
35 registered advisors work at LPL Financial LLC in San Francisco, out of 21,094 at the firm nationwide; it ranks number 17 in the city by advisors. 6 list the CFP designation and 35 are also registered broker representatives.
LPL Financial LLC advisors in San Francisco, A to Z
Every LPL Financial LLC advisor →- Christopher J. BreaultAlso a broker rep
- Gerald P. ButrimovitzCertified Financial Planner · Also a broker rep
- Christopher M. CarterAlso a broker rep
- Kevin ChewAlso a broker rep
- Daniel E. DuranAlso a broker rep
- Robert J. EldredCertified Financial Planner · Also a broker rep
- Louise C. FungAlso a broker rep
- Graham C. GreenAlso a broker rep
- Jeffrey B. HorowitzCertified Financial Planner · Also a broker rep
- Vega S. HuenAlso a broker rep
- Saba C. JahanianAlso a broker rep
- Michael J. KenyonAlso a broker rep
- Adam O. KnottAlso a broker rep
- Randolph T. LachmanAlso a broker rep
- Zonia LeiAlso a broker rep
- Danielle LyonsAlso a broker rep
- Mia A. ManasanAlso a broker rep
- Briana S. MeyerAlso a broker rep
- John A. MitchellAlso a broker rep
- Edgardo A. MoncadaAlso a broker rep
- Christopher R. OwenAlso a broker rep
- Timothy D. RocheAlso a broker rep
- Stephen M. SeewerAlso a broker rep
- Ryan J. SittauerAlso a broker rep
- Amanda R. SolomonAlso a broker rep
- Michael VelzoAlso a broker rep
- William G. VlahosAlso a broker rep
- Rachel M. WagnerAlso a broker rep
- Chiu-Ni WangCertified Financial Planner · Also a broker rep
- Xu WangCertified Financial Planner · Also a broker rep
- Lawrence K. WeissCertified Financial Planner · Also a broker rep
- Scott WileyAlso a broker rep
- Jessica A. YoungAlso a broker rep
- Elaine Q. YuAlso a broker rep
- Demetrios J. ZarefakisAlso 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 San Francisco
All San Francisco advisors →Morgan Stanley 427J.P. Morgan Securities LLC 286Merrill Lynch, Pierce, Fenner & Smith Incorporated 218UBS Financial Services Inc. 209Farther 144Wells Fargo Clearing Services, LLC 110Strategic Advisers LLC 75Citigroup Global Markets Inc. 73Charles Schwab & Co., Inc. 70Iconiq Capital, LLC 69Schwab Wealth Advisory, Inc. 67Parallel Advisors, LLC 55
Questions
How many financial advisors does LPL Financial LLC have in San Francisco?
35 investment adviser representatives are registered at LPL Financial LLC offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 6 list the CFP designation and 35 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in San Francisco?
LPL Financial LLC ranks number 17 in San Francisco by registered advisors; Morgan Stanley has the most, with 427.
How do I check a LPL Financial LLC advisor in San Francisco?
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.