Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Westerville, OH
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Westerville, A to Z.
The short answer
19 registered advisors work at LPL Financial LLC in Westerville, out of 21,098 at the firm nationwide; it ranks number 1 in the city by advisors. 7 list the CFP designation and 19 are also registered broker representatives.
LPL Financial LLC advisors in Westerville, A to Z
Every LPL Financial LLC advisor →- Fred J. Abbott IIICertified Financial Planner · Also a broker rep
- Edward F. Bacher IIICertified Financial Planner · Also a broker rep
- Cheryl A. BrownAlso a broker rep
- Adelbert F. DuffyAlso a broker rep
- Scott E. DyeCertified Financial Planner · Also a broker rep
- Michael C. EvansCertified Financial Planner · Also a broker rep
- Andrew I. HayekCertified Financial Planner · Also a broker rep
- Richard J. MartinCertified Financial Planner · Also a broker rep
- Joseph H. MathiasChartered Financial Consultant · Also a broker rep
- Daniel P. MillerAlso a broker rep
- Michael J. MooreAlso a broker rep
- Steven C. OxleyAlso a broker rep
- Hershel C. ProffittAlso a broker rep
- Clifford R. RayburnChartered Financial Consultant · Also a broker rep
- Alexa N. ReinigerAlso a broker rep
- David J. ReinigerCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Steven J. RockwellChartered Financial Consultant · Also a broker rep
- Ryan M. ShenigoAlso a broker rep
- Caleb W. StertzerAlso 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 109Charlotte, NC 107Chicago, IL 104Las Vegas, NV 96Tampa, FL 87Fresno, CA 80Honolulu, HI 76San Antonio, TX 75Seattle, WA 74Dallas, TX 73Atlanta, GA 67
Other firms in Westerville
All Westerville advisors →Edward Jones 10Wells Fargo Clearing Services, LLC 8J.P. Morgan Securities LLC 7Buckeye Wealth Management LLC 4Morgan Stanley 4Shaffer Capital 4State Farm Investment Management Corp. 4Swisher Financial Concepts, Inc. 4Wealthbridge Capital Management, LLC 4Ameriprise Financial Services, LLC 3Arseneau Financial 3Bankers Life Advisory Services, Inc. 3
Questions
How many financial advisors does LPL Financial LLC have in Westerville?
19 investment adviser representatives are registered at LPL Financial LLC offices in Westerville, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 21,098 nationwide. 7 list the CFP designation and 19 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Westerville?
LPL Financial LLC ranks number 1 in Westerville by registered advisors, ahead of Edward Jones (10).
How do I check a LPL Financial LLC advisor in Westerville?
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.