Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in San Mateo, CA
Every SEC-registered investment adviser representative at a LPL Financial LLC office in San Mateo, A to Z.
The short answer
27 registered advisors work at LPL Financial LLC in San Mateo, out of 21,094 at the firm nationwide; it ranks number 5 in the city by advisors. 7 list the CFP designation and 27 are also registered broker representatives.
LPL Financial LLC advisors in San Mateo, A to Z
Every LPL Financial LLC advisor →- Matthew B. BondAlso a broker rep
- Curtis S. ChenCertified Financial Planner · Also a broker rep
- Daniel L. ChoryCertified Financial Planner · Also a broker rep
- Amy R. CookCertified Financial Planner · Also a broker rep
- Richard A. Diregolo IIAlso a broker rep
- Peter M. EvansChartered Financial Consultant · Also a broker rep
- Peter J. EvansAlso a broker rep
- Neil K. FlukenCertified Financial Planner · Also a broker rep
- David W. FungAlso a broker rep
- Jason C. HeiseAlso a broker rep
- Jerald F. HendersonAlso a broker rep
- Michael HughesAlso a broker rep
- Robin M. KennedyAlso a broker rep
- Natalia KoritskayaCertified Financial Planner · Also a broker rep
- Nolan K. KuAlso a broker rep
- Liny LiAlso a broker rep
- Xiang LiAlso a broker rep
- Christopher M. ManziAlso a broker rep
- Jonathan Martinez CervantesAlso a broker rep
- Benjamin E. MossmanAlso a broker rep
- Ronnie B. RaroqueAlso a broker rep
- Hans M. ReeseCertified Financial Planner · Also a broker rep
- Robert R. Rule Jr.Also a broker rep
- Barbara L. Sabol RosascoAlso a broker rep
- Flor M. SantanaAlso a broker rep
- Kalvin SidCertified Financial Planner · Also a broker rep
- Justin C. SkeltonAlso 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 San Mateo
All San Mateo advisors →Fisher Investments 48Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Emerson Equity LLC 30Morgan Stanley 30UBS Financial Services Inc. 20Charles Schwab & Co., Inc. 18Newfront Retirement Services, Inc. 15J.P. Morgan Securities LLC 10Eagle Strategies LLC 8Vantage Wealth Management, LLC 7Wells Fargo Clearing Services, LLC 7Osaic Wealth, Inc. 6
Questions
How many financial advisors does LPL Financial LLC have in San Mateo?
27 investment adviser representatives are registered at LPL Financial LLC offices in San Mateo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 7 list the CFP designation and 27 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in San Mateo?
LPL Financial LLC ranks number 5 in San Mateo by registered advisors; Fisher Investments has the most, with 48.
How do I check a LPL Financial LLC advisor in San Mateo?
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.