Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in San Ramon, CA
Every SEC-registered investment adviser representative at a LPL Financial LLC office in San Ramon, A to Z.
The short answer
17 registered advisors work at LPL Financial LLC in San Ramon, out of 21,098 at the firm nationwide; it ranks number 3 in the city by advisors. 4 list the CFP designation and 16 are also registered broker representatives.
LPL Financial LLC advisors in San Ramon, A to Z
Every LPL Financial LLC advisor →- Michael D. BenjaminsonAlso a broker rep
- John Paul F. BorbonAlso a broker rep
- Veronika Z. CarterInvestment adviser rep
- Vivian F. Chuan SunAlso a broker rep
- Paul C. CrawfordAlso a broker rep
- Andres Dela TorreAlso a broker rep
- Patrick J. FovelAlso a broker rep
- Jeffrey R. GallCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Richard T. Martell Jr.Also a broker rep
- Kurt M. MiyamuraAlso a broker rep
- Kevin D. OlisonAlso a broker rep
- Marilyn SueyCertified Financial Planner · Also a broker rep
- Brian R. SullivanCertified Financial Planner · Also a broker rep
- Arnel S. TecsonAlso a broker rep
- Michael E. TomrenCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Desiree WodickerAlso a broker rep
- Alexis A. ZuluetaAlso 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 742Fort Mill, SC 417Houston, TX 128Austin, TX 117Scottsdale, AZ 109Charlotte, NC 107Chicago, IL 104Las Vegas, NV 96Tampa, FL 87Fresno, CA 80Honolulu, HI 76San Antonio, TX 75Seattle, WA 74Dallas, TX 73Atlanta, GA 67
Other firms in San Ramon
All San Ramon advisors →Osaic Wealth, Inc. 25Raymond James Financial Services Advisors, Inc. 22Charles Schwab & Co., Inc. 14California Financial Advisors 13Ameritas Advisory Services, LLC 12American Investors Company 9Eagle Strategies LLC 8Prosperity Financial Group, Inc. 8Cetera Investment Advisers LLC 7Insight Wealth Strategies, LLC 6Strategic Advisers LLC 6Cambridge Investment Research Advisors, Inc. 5
Questions
How many financial advisors does LPL Financial LLC have in San Ramon?
17 investment adviser representatives are registered at LPL Financial LLC offices in San Ramon, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,098 nationwide. 4 list the CFP designation and 16 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in San Ramon?
LPL Financial LLC ranks number 3 in San Ramon by registered advisors; Osaic Wealth, Inc. has the most, with 25.
How do I check a LPL Financial LLC advisor in San Ramon?
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.