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Financial ADVSR advisor directory · SEC adviser records

LPL Financial LLC financial advisors in Wake Forest, NC

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

The short answer

4 registered advisors work at LPL Financial LLC in Wake Forest, out of 21,094 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

LPL Financial LLC advisors in Wake Forest, A to Z

Every LPL Financial LLC advisor →

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 Wake Forest

All Wake Forest advisors →

Strategic Advisers LLC 12Edward Jones 8Cambridge Investment Research Advisors, Inc. 4Osaic Wealth, Inc. 4

Questions

How many financial advisors does LPL Financial LLC have in Wake Forest?

4 investment adviser representatives are registered at LPL Financial LLC offices in Wake Forest, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

Is LPL Financial LLC one of the largest advisor employers in Wake Forest?

LPL Financial LLC ranks number 3 in Wake Forest by registered advisors; Strategic Advisers LLC has the most, with 12.

How do I check a LPL Financial LLC advisor in Wake Forest?

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.