Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Walnut Creek, CA
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Walnut Creek, A to Z.
The short answer
30 registered advisors work at LPL Financial LLC in Walnut Creek, out of 21,098 at the firm nationwide; it ranks number 8 in the city by advisors. 6 list the CFP designation and 29 are also registered broker representatives.
LPL Financial LLC advisors in Walnut Creek, A to Z
Every LPL Financial LLC advisor →- Gustavo ArceAlso a broker rep
- Kayla T. Aung HawcoAlso a broker rep
- Richard L. BassettAlso a broker rep
- Damon P. BeckerAlso a broker rep
- Edward P. CaballeroCertified Financial Planner · Also a broker rep
- Thomas J. CarlsonAlso a broker rep
- Ryan A. ChandAlso a broker rep
- Julian Cruz Jr.Also a broker rep
- Scott S. FeherAlso a broker rep
- Cortland L. GolightlyAlso a broker rep
- William P. HarveyCertified Financial Planner · Also a broker rep
- Quais HasseebAlso a broker rep
- Chris J. HeldCertified Financial Planner · Also a broker rep
- Joey C. HsuAlso a broker rep
- Justin J. HurdCertified Financial Planner · Also a broker rep
- Sylvia M. JorgensenAlso a broker rep
- Mark G. LarkinAlso a broker rep
- Anna D. LeonAlso a broker rep
- Todd E. MelilloAlso a broker rep
- Arlen MenicucciAlso a broker rep
- Robert E. MoranvilleCertified Financial Planner · Also a broker rep
- Robert H. OconnorAlso a broker rep
- Carlina PhanAlso a broker rep
- William E. PollakAlso a broker rep
- Steven M. RavlinCertified Financial Planner · Also a broker rep
- Wilko SchutzendorfAlso a broker rep
- David E. SpencerChartered Financial Consultant · Also a broker rep
- Brendan I. StoneAlso a broker rep
- Matthew B. TopielskiAlso a broker rep
- Mark S. WernerChartered Financial Analyst
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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 Walnut Creek
All Walnut Creek advisors →Wells Fargo Clearing Services, LLC 128Morgan Stanley 100Merrill Lynch, Pierce, Fenner & Smith Incorporated 83UBS Financial Services Inc. 57Strategic Advisers LLC 40Ameriprise Financial Services, LLC 35J.P. Morgan Securities LLC 35Destination Wealth Management 27Earned Wealth Advisors, LLC 27Charles Schwab & Co., Inc. 24MML Investors Services, LLC 23Wells Fargo Advisors Financial Network, LLC 23
Questions
How many financial advisors does LPL Financial LLC have in Walnut Creek?
30 investment adviser representatives are registered at LPL Financial LLC offices in Walnut Creek, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,098 nationwide. 6 list the CFP designation and 29 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Walnut Creek?
LPL Financial LLC ranks number 8 in Walnut Creek by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 128.
How do I check a LPL Financial 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 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.