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Financial ADVSR advisor directory · SEC adviser records

LPL Financial LLC financial advisors in Lake Mary, FL

Every SEC-registered investment adviser representative at a LPL Financial LLC office in Lake Mary, A to Z.

The short answer

6 registered advisors work at LPL Financial LLC in Lake Mary, out of 21,098 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

LPL Financial LLC advisors in Lake Mary, A to Z

Every LPL Financial LLC advisor →

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 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 Lake Mary

All Lake Mary advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Newport Group Consulting, LLC 17Capacuity LLC 9Raymond James Financial Services Advisors, Inc. 8Shariaportfolio, Inc. 7Wells Fargo Clearing Services, LLC 7Collaborative Wealth 6Jackson Wealth Management, LLC 6MML Investors Services, LLC 4Park Avenue Securities LLC 4Qtr Family Wealth, LLC 4Strategic Advisers LLC 4

Questions

How many financial advisors does LPL Financial LLC have in Lake Mary?

6 investment adviser representatives are registered at LPL Financial LLC offices in Lake Mary, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 21,098 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Is LPL Financial LLC one of the largest advisor employers in Lake Mary?

LPL Financial LLC ranks number 9 in Lake Mary by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 18.

How do I check a LPL Financial LLC advisor in Lake Mary?

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.