Financial ADVSR advisor directory · SEC adviser records
LPL Financial LLC financial advisors in Williston, VT
Every SEC-registered investment adviser representative at a LPL Financial LLC office in Williston, A to Z.
8 registered advisors work at LPL Financial LLC in Williston, out of 22,666 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 8 are also registered broker representatives.
LPL Financial LLC advisors in Williston, A to Z
Every LPL Financial LLC advisor →- Jason J. FrankCertified Financial Planner · Also a broker rep
- Catherine A. HarrisCertified Financial Planner, Personal Financial Specialist · Also a broker rep
- George E. LeeChartered Financial Analyst · Also a broker rep
- Timothy A. MontyAlso a broker rep
- Kyle T. PressonAlso a broker rep
- Kylie E. RichardsCertified Financial Planner · Also a broker rep
- Abraham P. TrabulsyAlso a broker rep
- Jonathan E. WhitehouseAlso 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 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 Williston
All Williston advisors →Silverlake Wealth Management LLC 7Wells Fargo Advisors Financial Network, LLC 5Copper Leaf Financial, LLC 4
Questions
How many financial advisors does LPL Financial LLC have in Williston?
8 investment adviser representatives are registered at LPL Financial LLC offices in Williston, Vermont, according to the SEC's Investment Adviser Public Disclosure records, out of 22,666 nationwide. 3 list the CFP designation and 8 are also registered as broker representatives.
Is LPL Financial LLC one of the largest advisor employers in Williston?
LPL Financial LLC ranks number 1 in Williston by registered advisors, ahead of Silverlake Wealth Management LLC (7).
How do I check a LPL Financial LLC advisor in Williston?
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.