Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Cleveland, OH
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Cleveland, A to Z.
The short answer
6 registered advisors work at LPL Financial LLC in Cleveland, out of 21,094 at the firm nationwide; it ranks number 31 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.
LPL Financial LLC advisors in Cleveland, A to Z
Every LPL Financial LLC advisor →- Patrick J. Crean Jr.Also a broker rep
- Cherie L. HarrisAlso a broker rep
- Cyril J. KanagarajAlso a broker rep
- Dustin T. KincaidAlso a broker rep
- Jeffrey J. TongAlso a broker rep
- Patricia Wojtonek-GioittaAlso 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 Cleveland
All Cleveland advisors →Mai Capital Management, LLC 65Cbiz Investment Advisory Services, LLC 41Clearstead; Clearstead Advisory Solutions 34J.P. Morgan Securities LLC 28PNC Wealth Management LLC 27Robert W. Baird & Co. Incorporated 27Cetera Investment Advisers LLC 25UBS Financial Services Inc. 24McDonald Partners LLC 19Ameriprise Financial Services, LLC 18MML Investors Services, LLC 18Northcoast Research Partners, LLC 18
Questions
How many financial advisors does LPL Financial LLC have in Cleveland?
6 investment adviser representatives are registered at LPL Financial LLC offices in Cleveland, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Cleveland?
LPL Financial LLC ranks number 31 in Cleveland by registered advisors; Mai Capital Management, LLC has the most, with 65.
How do I check a LPL Financial LLC advisor in Cleveland?
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.