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Financial ADVSR advisor directory · SEC adviser records

LPL Financial LLC financial advisors in Chapel Hill, NC

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

The short answer

12 registered advisors work at LPL Financial LLC in Chapel Hill, out of 21,094 at the firm nationwide; it ranks number 5 in the city by advisors. 2 list the CFP designation and 12 are also registered broker representatives.

LPL Financial LLC advisors in Chapel Hill, A to Z

Every LPL Financial LLC advisor →

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 Chapel Hill

All Chapel Hill advisors →

Morgan Stanley 35Wells Fargo Clearing Services, LLC 31Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Franklin Street Advisors Inc. 13Hilltop Wealth Advisors, LLC 10Edward Jones 9Strategic Advisers LLC 9UBS Financial Services Inc. 8Charles Schwab & Co., Inc. 7Eton Advisors 7Old Peak Finance 6Phoenix Wealth Advisors Inc. 6

Questions

How many financial advisors does LPL Financial LLC have in Chapel Hill?

12 investment adviser representatives are registered at LPL Financial LLC offices in Chapel Hill, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 2 list the CFP designation and 12 are also registered as broker representatives.

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

LPL Financial LLC ranks number 5 in Chapel Hill by registered advisors; Morgan Stanley has the most, with 35.

How do I check a LPL Financial LLC advisor in Chapel Hill?

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.