Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Charlotte, A to Z.
The short answer
107 registered advisors work at LPL Financial LLC in Charlotte, out of 21,098 at the firm nationwide; it ranks number 7 in the city by advisors. 30 list the CFP designation and 107 are also registered broker representatives.
LPL Financial LLC advisors in Charlotte, A to Z
Every LPL Financial LLC advisor →- Gregory J. AllenAlso a broker rep
- Thomas R. AtkinsonAlso a broker rep
- Alexander B. AucoinAlso a broker rep
- Patrick L. BarnettCertified Financial Planner · Also a broker rep
- Robert H. BentonCertified Financial Planner · Also a broker rep
- Lindsey M. BessantAlso a broker rep
- Brett BlackwoodAlso a broker rep
- Franklin B. BordersAlso a broker rep
- Mark S. Boynton JrAlso a broker rep
- Steven R. BramhallAlso a broker rep
- Richard L. BuggAlso a broker rep
- James R. BuntingAlso a broker rep
- Graham D. BurkeCertified Financial Planner · Also a broker rep
- Ryan CessnaAlso a broker rep
- Michael W. ClimerAlso a broker rep
- Charles W. Conkling IVAlso a broker rep
- Heath L. CourtrightAlso a broker rep
- Benjamin CrottyAlso a broker rep
- Kent CullinaneAlso a broker rep
- Benjamin C. DavisAlso a broker rep
- Jonathan W. DavisAlso a broker rep
- Scott W. DavisChartered Financial Consultant · Also a broker rep
- Lucas U. DeckerCertified Financial Planner · Also a broker rep
- Nicholas R. DeneaultCertified Financial Planner · Also a broker rep
- Matthew T. DohertyAlso a broker rep
- Edward R. Doughty IIICertified Financial Planner · Also a broker rep
- Jacob EddyAlso a broker rep
- John S. Fitch IIIAlso a broker rep
- Donna W. FitzerAlso a broker rep
- Julia FlemingAlso a broker rep
- Maxwell FontaineAlso a broker rep
- Harry R. GreyardCertified Financial Planner · Also a broker rep
- Jessica A. GroganAlso a broker rep
- David S. HalvorsenAlso a broker rep
- Michael J. HamAlso a broker rep
- Tonia S. HeidalAlso a broker rep
- Christopher HessCertified Financial Planner · Also a broker rep
- Jonathan A. HillAlso a broker rep
- Christian HugginsAlso a broker rep
- David A. Huseby IIAlso a broker rep
- Noah S. IngallsAlso a broker rep
- Charles L. Inglefield IVCertified Financial Planner · Also a broker rep
- Grace C. JaehnenCertified Financial Planner · Also a broker rep
- Orestes JasonAlso a broker rep
- Joe B. JaspersCertified Financial Planner · Also a broker rep
- Noah A. JedlowskiAlso a broker rep
- Ross M. KirwanCertified Financial Planner · Also a broker rep
- Carter J. KnightAlso a broker rep
- Joseph F. KoehlerCertified Financial Planner · Also a broker rep
- Griffin P. KornerAlso a broker rep
- James E. LarsenCertified Financial Planner · Also a broker rep
- Michael J. LeporeCertified Financial Planner · Also a broker rep
- Kevin P. LewisCertified Financial Planner · Also a broker rep
- Monica L. LukeAlso a broker rep
- Nora L. MankaryosAlso a broker rep
- Sarah MarshallAlso a broker rep
- Robert S. MauldinAlso a broker rep
- Brooks M. MayfieldAlso a broker rep
- Roger T. McDonaldAlso a broker rep
- William M. McDonaldCertified Financial Planner · Also a broker rep
- Jackson S. MillerCertified Financial Planner · Also a broker rep
- Ryan S. MillerAlso a broker rep
- Aderito E. MoraisAlso a broker rep
- John J. MoravekCertified Financial Planner · Also a broker rep
- Jaquam MorrisAlso a broker rep
- Corey T. MyersCertified Financial Planner · Also a broker rep
- Aquil A. NaeemAlso a broker rep
- Thomas R. NewbreyAlso a broker rep
- Angela S. OstendarpCertified Financial Planner · Also a broker rep
- Arianna C. PannaraleCertified Financial Planner · Also a broker rep
- Edwin ParraAlso a broker rep
- Joseph M. PayAlso a broker rep
- Christopher PfuhlAlso a broker rep
- Christopher S. PikunasAlso a broker rep
- Patrick V. PowersCertified Financial Planner · Also a broker rep
- Stephen M. PowersCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Jordan J. RaniszeskiCertified Financial Planner · Also a broker rep
- Amanda B. ReeherAlso a broker rep
- Edwin K. RichardsonAlso a broker rep
- Jon B. RileyCertified Financial Planner · Also a broker rep
- James A. RobsonAlso a broker rep
- Todd A. RoseAlso a broker rep
- John F. Ryan Jr.Also a broker rep
- Richard W. SchmidtAlso a broker rep
- Tyler M. ShumakerAlso a broker rep
- Douglas E. SmithAlso a broker rep
- Garrett S. SmithCertified Financial Planner · Also a broker rep
- William S. StephensAlso a broker rep
- Russell Q. StewartAlso a broker rep
- William P. StillmanAlso a broker rep
- Bradley T. StippAlso a broker rep
- John F. StonerAlso a broker rep
- Julie L. StoutAlso a broker rep
- Duncan M. SullivanCertified Financial Planner · Also a broker rep
- Steven SuttonAlso a broker rep
- Holly S. TownsendCertified Financial Planner · Also a broker rep
- Anne W. VandemarkAlso a broker rep
- Jeffrey W. VandiverAlso a broker rep
- Patrick VaughnAlso a broker rep
- Eric J. VetackAlso a broker rep
- Mary S. WareCertified Financial Planner · Also a broker rep
- Ashley WatersAlso a broker rep
- John P. WilliamsAlso a broker rep
- Deena R. WilsonAlso a broker rep
- William A. WingetAlso a broker rep
- Frederick E. WoltzAlso a broker rep
- Jackson A. ZagurskyAlso 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 742Fort Mill, SC 417Houston, TX 128Austin, TX 117Scottsdale, AZ 109Chicago, IL 104Las Vegas, NV 96Tampa, FL 87Fresno, CA 80Honolulu, HI 76San Antonio, TX 75Seattle, WA 74Dallas, TX 73Atlanta, GA 67Denver, CO 66
Other firms in Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 641Merrill Lynch, Pierce, Fenner & Smith Incorporated 434Wells Fargo Clearing Services, LLC 395Tiaa-Cref Individual & Institutional Services, LLC 321UBS Financial Services Inc. 147Truist Advisory Services, Inc. 118Ameriprise Financial Services, LLC 102Morgan Stanley 95Strategic Advisers LLC 82Ip Financial Advisory Services LLC 66Principal Advised Services 66First Citizens Investor Services, Inc. 54
Questions
How many financial advisors does LPL Financial LLC have in Charlotte?
107 investment adviser representatives are registered at LPL Financial LLC offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 21,098 nationwide. 30 list the CFP designation and 107 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Charlotte?
LPL Financial LLC ranks number 7 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 641.
How do I check a LPL Financial LLC advisor in Charlotte?
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.