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Financial ADVSR advisor directory · SEC adviser records

LPL Financial LLC financial advisors in Ocala, FL

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

13 registered advisors work at LPL Financial LLC in Ocala, out of 22,666 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 13 are also registered broker representatives.

LPL Financial LLC advisors in Ocala, A to Z

Every LPL Financial LLC advisor →

LPL Financial LLC advisors in other cities

San Diego, CA 809Fort Mill, SC 438Houston, TX 144Scottsdale, AZ 119Charlotte, NC 117Austin, TX 116Chicago, IL 109Las Vegas, NV 95Tampa, FL 91Honolulu, HI 88San Antonio, TX 87Fresno, CA 84Dallas, TX 81Seattle, WA 80Irvine, CA 74

Other firms in Ocala

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Truist Advisory Services, Inc. 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Raymond James & Associates, Inc. 12Pfs Investments Inc. 10Raymond James Financial Services Advisors, Inc. 10Edward Jones 8Wells Fargo Clearing Services, LLC 8Ameriprise Financial Services, LLC 6Canopy 360 Wealth, LLC 6Osaic Wealth, Inc. 6Strategic Advisers LLC 6Lifemark Securities Corp. 5

Questions

How many financial advisors does LPL Financial LLC have in Ocala?

13 investment adviser representatives are registered at LPL Financial LLC offices in Ocala, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 22,666 nationwide. 3 list the CFP designation and 13 are also registered as broker representatives.

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

LPL Financial LLC ranks number 3 in Ocala by registered advisors; Truist Advisory Services, Inc. has the most, with 16.

How do I check a LPL Financial LLC advisor in Ocala?

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.