LPL Financial LLC
Assets Under Management
$618.9B
Number of Clients
1,676,192
Number of Advisors
26657
Average Client AUM
$369K
AUM per Advisor
$23.2M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
LPL Financial sponsors advisory programs, including OMP, offered through LPLE. LPLE IARs gather client data, determine program suitability, and select model portfolios of Optimum Funds mutual funds designed by LPL Research. LPL has discretion to buy/sell securities and rebalances accounts.
Fee Structure
Minimum Investment:$1K
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
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Location
1055 Lpl Way, Fort Mill, SC, 29715
26657 Advisors at this firm
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