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Financial ADVSR advisor directory · SEC adviser records

LPL Enterprise, LLC financial advisors in Walnut Creek, CA

Every SEC-registered investment adviser representative at a LPL Enterprise, LLC office in Walnut Creek, A to Z.

The short answer

5 registered advisors work at LPL Enterprise, LLC in Walnut Creek, out of 2,870 at the firm nationwide; it ranks number 38 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

LPL Enterprise, LLC advisors in Walnut Creek, A to Z

Every LPL Enterprise, LLC advisor →

LPL Enterprise, LLC advisors in every city and state →LPL Enterprise, LLC: assets, clients and custodians →LPL Financial news and advisor moves →LPL Enterprise, LLC payout grid vs. other firms →Advisor Moves: who changed firms this week →

LPL Enterprise, LLC advisors in other cities

Irvine, CA 59Bedminster, NJ 58Troy, MI 57Indianapolis, IN 52Melville, NY 45Holmdel, NJ 42Warrington, PA 42Atlanta, GA 40St Louis, MO 39New York, NY 37Cockeysville, MD 35Houston, TX 35St Louis Park, MN 35Tampa, FL 33San Jose, CA 31

Other firms in Walnut Creek

All Walnut Creek advisors →

Wells Fargo Clearing Services, LLC 135Morgan Stanley 97Merrill Lynch, Pierce, Fenner & Smith Incorporated 90UBS Financial Services Inc. 54Ameriprise Financial Services, LLC 39Strategic Advisers LLC 37J.P. Morgan Securities LLC 36Destination Wealth Management 27LPL Financial LLC 27Charles Schwab & Co., Inc. 24Earned Wealth Advisors, LLC 22Cetera Investment Advisers LLC 21

Questions

How many financial advisors does LPL Enterprise, LLC have in Walnut Creek?

5 investment adviser representatives are registered at LPL Enterprise, LLC offices in Walnut Creek, California, according to the SEC's Investment Adviser Public Disclosure records, out of 2,870 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is LPL Enterprise, LLC one of the largest advisor employers in Walnut Creek?

LPL Enterprise, LLC ranks number 38 in Walnut Creek by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 135.

How do I check a LPL Enterprise, LLC advisor in Walnut Creek?

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 Enterprise, 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.