Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Lee's Summit, MO
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Lee's Summit, A to Z.
6 registered advisors work at LPL Financial LLC in Lee's Summit, out of 22,666 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.
LPL Financial LLC advisors in Lee's Summit, A to Z
Every LPL Financial LLC advisor →- Thomas D. BalesCertified Financial Planner · Also a broker rep
- Marshall R. DarbyAlso a broker rep
- Daniel P. DornanAlso a broker rep
- Daniel J. EsselmanAlso a broker rep
- Jamshid HoorfarAlso a broker rep
- Kelsey L. LahueAlso 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 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 Lee's Summit
All Lee's Summit advisors →Osaic Wealth, Inc. 6Capital Investment Management, Inc. 4Edward Jones 4Freedom Wealth Advisors, LLC 4On Investment Management Co. 4Strongbox Wealth, LLC 4Oak Road Wealth Management 3
Questions
How many financial advisors does LPL Financial LLC have in Lee's Summit?
6 investment adviser representatives are registered at LPL Financial LLC offices in Lee's Summit, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 22,666 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Lee's Summit?
LPL Financial LLC ranks number 1 in Lee's Summit by registered advisors, ahead of Osaic Wealth, Inc. (6).
How do I check a LPL Financial LLC advisor in Lee's Summit?
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.