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Firm Information

LPL Financial LLC is a Limited Liability Company formed in 2010 and headquartered in Fort Mill, South Carolina. It provides advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages over $463 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. LPL Financial is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.

LPL Financial LLC

1055 LPL WAY

FORT MILL, SC 29715

$463.48B

Assets Under Management

168,915

Total Clients

21,775

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

pension consulting services

Guidance on pension options to ensure a secure financial future.

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

fixed fees

Set rates for specific services, regardless of time or assets managed.

commissions

Earned based on transactions or products sold.

percentage of assets

A percentage of the total value of assets under management is charged.

Advisors at LPL Financial LLC

View All 21775 Advisors

Paul John Raymond

CFC®, RA

SOUTHINGTON, CT

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Vladislav Michael Romanov

NORTH BETHESDA, MD

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Mark Joseph Katelhon

PHILADELPHIA, PA

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Joseph Wayne Thompson

CARTERSVILLE, GA

MT. LAUREL, NJ

CFP®, RA

BOULDER, CO

TROY, MI

TROY, MI

View All 21775 Advisors

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Disclosures

There are 3 public disclosures for LPL Financial LLC. Review regulatory record here.

Frequently Asked Questions (8)

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LPL Financial LLC

Headquartered in FORT MILL, SC

When are you planning to retire?

Are you with LPL Financial LLC?

Are you a financial advisor?

Firm Information

LPL Financial LLC

$463.48B

Assets Under Management

168,915

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

consulting and other non-discretionary advisory services

Fee Structure

fixed fees

commissions

percentage of assets

Branch Locations (43)

Advisors at LPL Financial LLC

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (8)

Helpful Articles

When are you planning to retire?

Are you with LPL Financial LLC?

Are you a financial advisor?

Helpful Articles

LPL Financial LLC

Headquartered in FORT MILL, SC

When are you planning to retire?

Are you with LPL Financial LLC?

Are you a financial advisor?

Firm Information

LPL Financial LLC

$463.48B

Assets Under Management

168,915

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

consulting and other non-discretionary advisory services

Fee Structure

fixed fees

commissions

percentage of assets

Branch Locations (43)

Advisors at LPL Financial LLC

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (8)

What is LPL FINANCIAL LLC?

What kind of services does LPL FINANCIAL LLC provide?

How much money does LPL FINANCIAL LLC manage?

How many employees does LPL FINANCIAL LLC have?

What kind of clients does LPL FINANCIAL LLC serve?

Does LPL FINANCIAL LLC have any regulatory disclosures?

Where is LPL FINANCIAL LLC registered?

Does LPL FINANCIAL LLC have a website?

Helpful Articles

When are you planning to retire?

Are you with LPL Financial LLC?

Are you a financial advisor?

Helpful Articles