Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Westlake Village, CA
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Westlake Village, A to Z.
The short answer
55 registered advisors work at LPL Financial LLC in Westlake Village, out of 21,094 at the firm nationwide; it ranks number 3 in the city by advisors. 12 list the CFP designation and 54 are also registered broker representatives.
LPL Financial LLC advisors in Westlake Village, A to Z
Every LPL Financial LLC advisor →- Kamie L. AbrahamCertified Financial Planner · Also a broker rep
- Nicholas H. AmodioAlso a broker rep
- Jason R. ArtofCertified Financial Planner · Also a broker rep
- Steven L. BailinAlso a broker rep
- Joan M. BernsteinAlso a broker rep
- Shaun M. BeyrerCertified Financial Planner · Also a broker rep
- Craig R. BuckleyAlso a broker rep
- Ryan F. BurkeCertified Financial Planner · Also a broker rep
- Jeffrey J. CarterAlso a broker rep
- Richard H. CaseAlso a broker rep
- Jose O. CastilloAlso a broker rep
- Joel T. ChitieaAlso a broker rep
- Glenn A. CrawfordCertified Financial Planner · Also a broker rep
- Lorraine C. CrawfordAlso a broker rep
- Daniel DavidianAlso a broker rep
- Chris C. DumfordAlso a broker rep
- Ardalan EsmaeiliInvestment adviser rep
- Michelle E. FentonAlso a broker rep
- Gregory P. FortnerAlso a broker rep
- Deborah R. FrankelAlso a broker rep
- Timothy J. GandyAlso a broker rep
- David D. GlienkeAlso a broker rep
- Peyton D. GloverCertified Financial Planner · Also a broker rep
- Tyler K. GloverChartered Financial Consultant · Also a broker rep
- Brett P. GoldbergAlso a broker rep
- Michael A. GoldbergAlso a broker rep
- Abby E. GoldsteinCertified Financial Planner · Also a broker rep
- John L. GraceAlso a broker rep
- Christopher GreenAlso a broker rep
- Toni L. IannarelliAlso a broker rep
- Craig G. JohnsonAlso a broker rep
- Robert G. KernochanAlso a broker rep
- Alan D. LitvakCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Kelly A. MarkowitzAlso a broker rep
- Douglas J. MartinAlso a broker rep
- Alex B. MathisAlso a broker rep
- Sean M. McGrathAlso a broker rep
- Daniel J. MedinaAlso a broker rep
- Jaclyn E. MercerCertified Financial Planner · Also a broker rep
- Cassandra MettlenAlso a broker rep
- Eduardo Mora DonatoAlso a broker rep
- James P. MurrayAlso a broker rep
- Scott D. NelsonCertified Financial Planner · Also a broker rep
- Linda J. OlesonAlso a broker rep
- Jeffrey L. PrinceCertified Financial Planner · Also a broker rep
- Michaela RauscherAlso a broker rep
- Gaylord W. RohloffCertified Financial Planner · Also a broker rep
- Gerald C. RothAlso a broker rep
- Rodolfo Ruiz Jr.Also a broker rep
- Robert V. SessaAlso a broker rep
- Vartan S. TelianAlso a broker rep
- Douglas C. WaisnerAlso a broker rep
- Rosalyn P. WeiheAlso a broker rep
- Jacob R. WongAlso a broker rep
- Jamie WoodAlso 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 Westlake Village
All Westlake Village advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 61Morgan Stanley 56Wells Fargo Clearing Services, LLC 49One Capital Management, LLC 39J.P. Morgan Securities LLC 34Wells Fargo Advisors Financial Network, LLC 31Ameriprise Financial Services, LLC 26UBS Financial Services Inc. 23Osaic Wealth, Inc. 17Alliance Advisory & Securities, LLC 15Stifel, Nicolaus & Company, Incorporated 12Edward Jones 11
Questions
How many financial advisors does LPL Financial LLC have in Westlake Village?
55 investment adviser representatives are registered at LPL Financial LLC offices in Westlake Village, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 12 list the CFP designation and 54 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Westlake Village?
LPL Financial LLC ranks number 3 in Westlake Village by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 61.
How do I check a LPL Financial LLC advisor in Westlake Village?
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.