Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Port Jefferson, NY
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Port Jefferson, A to Z.
The short answer
4 registered advisors work at LPL Financial LLC in Port Jefferson, out of 21,094 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
LPL Financial LLC advisors in Port Jefferson, A to Z
Every LPL Financial LLC advisor →- Gregory J. De TollaAlso a broker rep
- Jared R. PeysterAlso a broker rep
- Brian J. UllmanChartered Financial Consultant · Also a broker rep
- Lam H. Wong-CarboneAlso 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 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 Port Jefferson
All Port Jefferson advisors →Kestra Advisory Services, LLC 14Wells Fargo Clearing Services, LLC 14Citigroup Global Markets Inc. 8Morgan Stanley 8Cetera Investment Advisers LLC 3Edward Jones 3St. James Investment Advisors, LLC 3
Questions
How many financial advisors does LPL Financial LLC have in Port Jefferson?
4 investment adviser representatives are registered at LPL Financial LLC offices in Port Jefferson, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Port Jefferson?
LPL Financial LLC ranks number 5 in Port Jefferson by registered advisors; Kestra Advisory Services, LLC has the most, with 14.
How do I check a LPL Financial LLC advisor in Port Jefferson?
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.