Alyn
Rumbold
Lpl Financial LLC
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About this Advisor
Alyn Rumbold is a certified financial planner operating in Flagstaff, Arizona. Rumbold is on the advisory team at Lpl Financial LLC. Rumbold has gained experience at Edward Jones, Raymond James Financial Services, Inc, Merlin Planning & Investment LLC, Lpl Financial, LLC and Raymond James Financial Services Advisors Inc. Rumbold maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Lpl Financial LLC is a registered investment company operating out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 people on staff. It controls $368 billion in assets under management across its 1,688,501 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth individuals who have more than $1 million in assets available to invest. 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. Fees for financial management largely depend on the type of financial services offered. However, fee types billed by Lpl Financial LLC may include 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
Alyn Rumbold Work History
Alyn has been registered as a financial advisor for 0 years.*
Lpl Financial, LLC
Merlin Planning & Investment LLC
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
Edward Jones
*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 Alyn Rumbold to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Oldsmar, FL
Lawrenceburg, IN
Charlestown, MA
The Villages, FL
Purchase, NY
Bridgeport, CT
Newport Beach, CA
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.
