Ruth
Hernandez
Lpl Financial LLC
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About this Advisor
Ruth Hernandez is a financial advisor operating out of Phoenix, Arizona, who has been in the industry for 11 years. Hernandez is on the advisory team at Lpl Financial LLC. Over the course of their career, Hernandez has held roles at Starbucks Coffee Co, Avance, Global Uniform Solutions, American Mining And Minerals, Inc, Trilogy Financial, National Planning Corporation, Cardenas & Company, Inc, Trilogy Capital, Inc, Lpl Financial LLC, Commonwealth Financial Network, Summit Wealth Group and Lpl Financial, LLC. Hernandez holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Lpl Financial LLC is a registered investment business operating in Phoenix, Arizona. The company has offices in 9,898 locations and a total of 28,744 employees. It manages $404 billion in assets across its 1,517,995 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 3,162 charities and foundations. Of its 1,517,995 client accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Lpl Financial LLC provides a wide range 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 advisory fee schedules typically are based on which services are provided. However, fee types charged by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Lpl Financial LLC Brokerage Details
$404,176,194,148
28,744
1,517,995
$266,257
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Answer a few questions to get a personalized match.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
Ruth Hernandez Work History
Ruth has 11 years of experience.
Lpl Financial, LLC
Commonwealth Financial Network
Summit Wealth Group
Lpl Financial LLC
National Planning Corporation
Trilogy Capital, Inc
Trilogy Financial
Global Uniform Solutions
American Mining And Minerals, Inc
Starbucks Coffee Co
Avance
Cardenas & Company, Inc
Disclosures
Ruth Hernandez has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
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Saint Louis, MO
Spokane, WA
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Oxnard, CA
San Diego, CA
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Louisville, KY
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.