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Financial ADVSR advisor directory · SEC adviser records

LPL Financial LLC financial advisors in Helena, MT

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

The short answer

8 registered advisors work at LPL Financial LLC in Helena, out of 21,094 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.

LPL Financial LLC advisors in Helena, 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 Helena

All Helena advisors →

Edward Jones 14D.A. Davidson & Co. 13Ashton Thomas Private Wealth 5Cetera Investment Advisers LLC 4Empower Advisory Group, LLC 3Osaic Wealth, Inc. 3State Farm Investment Management Corp. 3

Questions

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

8 investment adviser representatives are registered at LPL Financial LLC offices in Helena, Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

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

LPL Financial LLC ranks number 3 in Helena by registered advisors; Edward Jones has the most, with 14.

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

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.