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Financial ADVSR advisor directory · SEC adviser records

LPL Enterprise, LLC financial advisors in Matthews, NC

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

The short answer

2 registered advisors work at LPL Enterprise, LLC in Matthews, out of 2,870 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

LPL Enterprise, LLC advisors in Matthews, A to Z

Every LPL Enterprise, LLC advisor →

LPL Enterprise, LLC advisors in every city and state →LPL Enterprise, LLC: assets, clients and custodians →LPL Financial news and advisor moves →LPL Enterprise, LLC payout grid vs. other firms →Advisor Moves: who changed firms this week →

LPL Enterprise, LLC advisors in other cities

Irvine, CA 59Bedminster, NJ 58Troy, MI 57Indianapolis, IN 52Melville, NY 45Holmdel, NJ 42Warrington, PA 42Atlanta, GA 40St Louis, MO 39New York, NY 37Cockeysville, MD 35Houston, TX 35St Louis Park, MN 35Tampa, FL 33San Jose, CA 31

Other firms in Matthews

All Matthews advisors →

Family Wealth Partners, LLC 6Independent Advisor Alliance, LLC 5Sapere Wealth Management, LLC 5Eagle Strategies LLC 4Edward Jones 4Tassel Capital Management, Inc. 4Wells Fargo Clearing Services, LLC 4Commonwealth Financial Network 3Fifth Third Securities, Inc. 3

Questions

How many financial advisors does LPL Enterprise, LLC have in Matthews?

2 investment adviser representatives are registered at LPL Enterprise, LLC offices in Matthews, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 2,870 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is LPL Enterprise, LLC one of the largest advisor employers in Matthews?

LPL Enterprise, LLC ranks number 10 in Matthews by registered advisors; Family Wealth Partners, LLC has the most, with 6.

How do I check a LPL Enterprise, LLC advisor in Matthews?

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 Enterprise, 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.