Claire
Pywell
Lpl Financial LLC
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About this Advisor
Claire Pywell is a financial advisor based out of Anchorage, Alaska who has 1 year of relevant experience. Pywell is on the advisory team at Lpl Financial LLC. The advisor has gained experience at Municipality Of Anchorage, Recall Dunleavy, Alaska Rock Gym, The Alaska Club, Ymca, State Of Alaska, Department Of Labor, Strategies 360, Alaska Democratic Party, The Alaska Center, Alaska Youth For Environmental Action, Lpl Financial LLC and Pywell Consulting. Pywell has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Alaska. Lpl Financial LLC is an advisory company that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 financial advisors. It administers $368 billion in assets under management across its 1,688,501 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are associated with high-net-worth investors who have more than $1 million in investable assets. Lpl Financial LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees usually depend on the services provided. Fees billed by Lpl Financial LLC most likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Claire Pywell Work History
Claire has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Pywell Consulting
Municipality Of Anchorage
Pywell Consulting
Recall Dunleavy
Alaska Rock Gym
The Alaska Club
Ymca
State Of Alaska, Department Of Labor
Strategies 360
Pywell Consulting
Alaska Democratic Party
The Alaska Center, Alaska Youth For Environmental Action
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Claire Pywell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
