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Financial ADVSR advisor directory · SEC adviser records

LPL Financial LLC financial advisors in Plano, TX

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

29 registered advisors work at LPL Financial LLC in Plano, out of 22,666 at the firm nationwide; it ranks number 10 in the city by advisors. 4 list the CFP designation and 28 are also registered broker representatives.

LPL Financial LLC advisors in Plano, A to Z

Every LPL Financial LLC advisor →

LPL Financial LLC advisors in other cities

San Diego, CA 809Fort Mill, SC 438Houston, TX 144Scottsdale, AZ 119Charlotte, NC 117Austin, TX 116Chicago, IL 109Las Vegas, NV 95Tampa, FL 91Honolulu, HI 88San Antonio, TX 87Fresno, CA 84Dallas, TX 81Seattle, WA 80Irvine, CA 74

Other firms in Plano

All Plano advisors →

Fisher Investments 1,880Vanguard Advisers, Inc. 230J.P. Morgan Securities LLC 212Strategic Advisers LLC 50UBS Financial Services Inc. 49Ameriprise Financial Services, LLC 48Morgan Stanley 39Edward Jones 31Transamerica Financial Advisors, LLC 31Charles Schwab & Co., Inc. 27LPL Enterprise, LLC 27Retirement Planners Of America 27

Questions

How many financial advisors does LPL Financial LLC have in Plano?

29 investment adviser representatives are registered at LPL Financial LLC offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 22,666 nationwide. 4 list the CFP designation and 28 are also registered as broker representatives.

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

LPL Financial LLC ranks number 10 in Plano by registered advisors; Fisher Investments has the most, with 1,880.

How do I check a LPL Financial LLC advisor in Plano?

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.