Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Valencia, CA
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Valencia, A to Z.
The short answer
17 registered advisors work at LPL Financial LLC in Valencia, out of 21,094 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 17 are also registered broker representatives.
LPL Financial LLC advisors in Valencia, A to Z
Every LPL Financial LLC advisor →- George J. ArgerisAlso a broker rep
- Michelle M. ElliotAlso a broker rep
- Steven R. GrahamAlso a broker rep
- Charles J. HahnAlso a broker rep
- Clark B. JolleyAlso a broker rep
- Phillip LauAlso a broker rep
- Kathryn D. LynchAlso a broker rep
- Karina MadrigalAlso a broker rep
- Jimmy MaldonadoAlso a broker rep
- Ismael Martinez NavarroAlso a broker rep
- Stephen G. McKeeAlso a broker rep
- Ryan J. McKellCertified Financial Planner · Also a broker rep
- Leticia C. Meza-GuerreroAlso a broker rep
- Allen G. SolisAlso a broker rep
- Lawrence E. Stevenson IIIAlso a broker rep
- David L. WeibleCertified Financial Planner · Also a broker rep
- Dwight WolfeAlso 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 Valencia
All Valencia advisors →Prosperitas Financial, LLC 29Morgan Stanley 14Cetera Investment Advisers LLC 9Edward Jones 7State Farm Investment Management Corp. 5J.P. Morgan Securities LLC 4Martin & Company 4Thrivent Investment Management Inc. 4Eagle Wealth Management Group Inc. 3Global Financial Advisory Services, Inc. 3M2 Capital Advisors 3Osaic Wealth, Inc. 3
Questions
How many financial advisors does LPL Financial LLC have in Valencia?
17 investment adviser representatives are registered at LPL Financial LLC offices in Valencia, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 2 list the CFP designation and 17 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Valencia?
LPL Financial LLC ranks number 2 in Valencia by registered advisors; Prosperitas Financial, LLC has the most, with 29.
How do I check a LPL Financial LLC advisor in Valencia?
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.