Lpl Financial LLC
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About this Advisor
Andrea Spatz is a certified financial planner based out of Los Angeles, California, who has been in the industry for 25 years. Spatz works at Lpl Financial LLC. Throughout their career, Spatz has worked at National Planning Corp, Lewis M Wallensky Associates and Lpl Financial LLC. Spatz has Series 66 and Series 63 licenses, designating them as a securities representative, and is registered to advise clients in California, Colorado, South Carolina and Texas. Lpl Financial LLC is a registered investment business headquartered in Los Angeles, California. The firm has offices in 8,011 locations and a total of 22,703 financial advisors. It has $153 billion in assets under management between its 680,466 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 899 charities and foundations. Of its 680,466 customer accounts, 23% belong to high-net-worth clients who have at least $1 million in investable assets. Lpl Financial LLC performs a wide set of services, including 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 depend on the financial services. Fee types billed by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Andrea Spatz Work History
Andrea has 25 years of experience.
Lpl Financial LLC
National Planning Corp
Lewis M Wallensky Associates
Andrea Spatz has no disclosures.
Please visit their SEC profile for more details.