Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Schenectady, NY
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Schenectady, A to Z.
The short answer
8 registered advisors work at LPL Financial LLC in Schenectady, out of 21,094 at the firm nationwide; it ranks number 1 in the city by advisors. 4 list the CFP designation and 8 are also registered broker representatives.
LPL Financial LLC advisors in Schenectady, A to Z
Every LPL Financial LLC advisor →- William G. BarryCertified Financial Planner · Also a broker rep
- Bradley BonfanteAlso a broker rep
- Megan BurdickAlso a broker rep
- Steven HerweyerChartered Financial Consultant · Also a broker rep
- Travis E. KellmanCertified Financial Planner · Also a broker rep
- Kyle A. MoffittAlso a broker rep
- Michael P. PowersCertified Financial Planner · Also a broker rep
- Raymond J. ZeggerCertified Financial Planner · Also 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 Schenectady
All Schenectady advisors →Happiness In Retirement 5State Farm Investment Management Corp. 4
Questions
How many financial advisors does LPL Financial LLC have in Schenectady?
8 investment adviser representatives are registered at LPL Financial LLC offices in Schenectady, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 4 list the CFP designation and 8 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Schenectady?
LPL Financial LLC ranks number 1 in Schenectady by registered advisors, ahead of Happiness In Retirement (5).
How do I check a LPL Financial LLC advisor in Schenectady?
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.