Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Pleasant Grove, UT
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Pleasant Grove, A to Z.
The short answer
5 registered advisors work at LPL Financial LLC in Pleasant Grove, out of 21,094 at the firm nationwide; it ranks number 3 in the city by advisors. 4 list the CFP designation and 5 are also registered broker representatives.
LPL Financial LLC advisors in Pleasant Grove, A to Z
Every LPL Financial LLC advisor →- William F. BeckCertified Financial Planner · Also a broker rep
- Robert H. DowdleCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Ryan S. EricksenAlso a broker rep
- Samuel D. RosenCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Tyler J. VongsawadCertified Financial Planner, Chartered Financial Consultant · Also 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 Pleasant Grove
All Pleasant Grove advisors →Global View Capital Management LLC 10Soulence Wealth Management 9Pfs Investments Inc. 4Charles Schwab & Co., Inc. 3Strategic Advisers LLC 3
Questions
How many financial advisors does LPL Financial LLC have in Pleasant Grove?
5 investment adviser representatives are registered at LPL Financial LLC offices in Pleasant Grove, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 21,094 nationwide. 4 list the CFP designation and 5 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Pleasant Grove?
LPL Financial LLC ranks number 3 in Pleasant Grove by registered advisors; Global View Capital Management LLC has the most, with 10.
How do I check a LPL Financial LLC advisor in Pleasant Grove?
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.