Financial ADVSR advisor directory · SEC adviser records
LPL Enterprise, LLC financial advisors in Bay City, MI
Every SEC-registered investment adviser representative at a LPL Enterprise, LLC office in Bay City, A to Z.
The short answer
5 registered advisors work at LPL Enterprise, LLC in Bay City, out of 2,870 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.
LPL Enterprise, LLC advisors in Bay City, A to Z
Every LPL Enterprise, LLC advisor →- Kellie L. ChampagneAlso a broker rep
- Alexander S. MacgregorAlso a broker rep
- Adam P. ShayAlso a broker rep
- James A. WetherellAlso a broker rep
- Zachary D. WoodmanAlso a broker rep
LPL Enterprise, LLC advisors in every city and state →LPL Enterprise, LLC: assets, clients and custodians →LPL Financial news and advisor moves →LPL Enterprise, LLC payout grid vs. other firms →Advisor Moves: who changed firms this week →
LPL Enterprise, LLC advisors in other cities
Bedminster, NJ 60Irvine, CA 59Troy, MI 55Indianapolis, IN 51Warrington, PA 45Holmdel, NJ 43Melville, NY 42Atlanta, GA 39St Louis, MO 37New York, NY 35Cockeysville, MD 34Tampa, FL 34Houston, TX 32San Diego, CA 31St Louis Park, MN 31
Other firms in Bay City
All Bay City advisors →LPL Financial LLC 14Hantz Financial Services, Inc. 12Edward Jones 7Raymond James & Associates, Inc. 6State Farm Investment Management Corp. 5Ameriprise Financial Services, LLC 4Dbs Investment Advisers, LLC 4Thrivent Investment Management Inc. 4Osaic Wealth, Inc. 3
Questions
How many financial advisors does LPL Enterprise, LLC have in Bay City?
5 investment adviser representatives are registered at LPL Enterprise, LLC offices in Bay City, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 2,870 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.
Is LPL Enterprise, LLC one of the largest advisor employers in Bay City?
LPL Enterprise, LLC ranks number 5 in Bay City by registered advisors; LPL Financial LLC has the most, with 14.
How do I check a LPL Enterprise, LLC advisor in Bay City?
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 Enterprise, 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.