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Financial ADVSR advisor directory · SEC adviser records

LPL Financial LLC financial advisors in Waltham, MA

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

The short answer

5 registered advisors work at LPL Financial LLC in Waltham, out of 21,094 at the firm nationwide; it ranks number 24 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.

LPL Financial LLC advisors in Waltham, 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 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 Waltham

All Waltham advisors →

Commonwealth Financial Network 130Eagle Strategies LLC 65Ballentine Partners 59Integrated Wealth Concepts LLC 51Wells Fargo Clearing Services, LLC 21Tiaa-Cref Individual & Institutional Services, LLC 17Montis Financial, LLC 13Oneamerica Securities, Inc. 13Beacon Pointe Advisors, LLC 10Transamerica Financial Advisors, LLC 10Atlantic Planning Group, LLC 8Pension & Wealth Management Advisors 8

Questions

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

5 investment adviser representatives are registered at LPL Financial LLC offices in Waltham, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.

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

LPL Financial LLC ranks number 24 in Waltham by registered advisors; Commonwealth Financial Network has the most, with 130.

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

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.