Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Lone Tree, CO
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Lone Tree, A to Z.
The short answer
3 registered advisors work at LPL Financial LLC in Lone Tree, out of 21,096 at the firm nationwide; it ranks number 12 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
LPL Financial LLC advisors in Lone Tree, A to Z
Every LPL Financial LLC advisor →- Kevin L. KuntzAlso a broker rep
- Jacob S. TorresCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Brandon T. WannAlso 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 Lone Tree
All Lone Tree advisors →Charles Schwab & Co., Inc. 569Schwab Wealth Advisory, Inc. 271Strategic Advisers LLC 17A & I Wealth Management 10Captrust 5Charles Schwab Investment Management, Inc. 5Gallacher Capital Management, LLC 4Geneos Wealth Management, Inc. 4Aqi 3Fifth Third Wealth Advisors LLC 3Forward Wealth 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3
Questions
How many financial advisors does LPL Financial LLC have in Lone Tree?
3 investment adviser representatives are registered at LPL Financial LLC offices in Lone Tree, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 21,096 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Lone Tree?
LPL Financial LLC ranks number 12 in Lone Tree by registered advisors; Charles Schwab & Co., Inc. has the most, with 569.
How do I check a LPL Financial LLC advisor in Lone Tree?
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.