Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Berwyn, PA
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Berwyn, A to Z.
The short answer
18 registered advisors work at LPL Financial LLC in Berwyn, out of 21,094 at the firm nationwide; it ranks number 4 in the city by advisors. 5 list the CFP designation and 18 are also registered broker representatives.
LPL Financial LLC advisors in Berwyn, A to Z
Every LPL Financial LLC advisor →- Philip J. BaldassariChartered Financial Analyst · Also a broker rep
- Stephen E. BalenAlso a broker rep
- Julie S. BickelCertified Financial Planner · Also a broker rep
- Alexander W. BoyerCertified Financial Planner · Also a broker rep
- Daniel B. Boyer IIIAlso a broker rep
- Jan R. CarrCertified Financial Planner · Also a broker rep
- Earl A. Clairmont Jr.Certified Financial Planner · Also a broker rep
- James C. Corts Sr.Also a broker rep
- John M. DurkanAlso a broker rep
- Joel P. FeldmanAlso a broker rep
- Andrew M. MaddaloniAlso a broker rep
- Tyler R. McCrawCertified Financial Planner · Also a broker rep
- Brian J. McGrathAlso a broker rep
- Daniel A. NyiriAlso a broker rep
- Harold F. Scattergood Jr.Also a broker rep
- Lisa A. SchaubAlso a broker rep
- Richard D. ScottAlso a broker rep
- Joseph D. WatermanAlso a broker rep
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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 Berwyn
All Berwyn advisors →Great Valley Advisor Group, LLC 76Morgan Stanley 37Envestnet Pmc 34Ellis Investment Partners, LLC 14Orion Portfolio Solutions, LLC 12Sequoia Financial Group, L.L.C. 10Ac Wealth Partners 6Bryn Mawr Trust Advisors, LLC 6Sterling Investment Advisors Ltd. 6Gallagher Fiduciary Advisors, LLC 5Jacobi Capital Management, LLC 5World Investment Advisors, LLC 4
Questions
How many financial advisors does LPL Financial LLC have in Berwyn?
18 investment adviser representatives are registered at LPL Financial LLC offices in Berwyn, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 5 list the CFP designation and 18 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Berwyn?
LPL Financial LLC ranks number 4 in Berwyn by registered advisors; Great Valley Advisor Group, LLC has the most, with 76.
How do I check a LPL Financial LLC advisor in Berwyn?
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.