Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Palm Beach, FL
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Palm Beach, A to Z.
The short answer
3 registered advisors work at LPL Financial LLC in Palm Beach, out of 21,098 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 2 are also registered broker representatives.
LPL Financial LLC advisors in Palm Beach, A to Z
Every LPL Financial LLC advisor →- Karvet L. SamuelsAlso a broker rep
- Gregg V. SessaCertified Financial Planner
- Peter J. SullivanAlso 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 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 Palm Beach
All Palm Beach advisors →J.P. Morgan Securities LLC 69Wells Fargo Clearing Services, LLC 50Merrill Lynch, Pierce, Fenner & Smith Incorporated 33Morgan Stanley 31Raymond James & Associates, Inc. 13Stifel, Nicolaus & Company, Incorporated 4Harvey Capital Management Inc. 3Oxford Financial Group, Ltd. 3
Questions
How many financial advisors does LPL Financial LLC have in Palm Beach?
3 investment adviser representatives are registered at LPL Financial LLC offices in Palm Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 21,098 nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Palm Beach?
LPL Financial LLC ranks number 8 in Palm Beach by registered advisors; J.P. Morgan Securities LLC has the most, with 69.
How do I check a LPL Financial LLC advisor in Palm Beach?
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.