Andrea
Spatz

Lpl Financial LLC

CRD#1516346
Investment Advisor
in Los Angeles, CA
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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

Series 66, Series 63, Certified Financial Planner

Years of Experience

25 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1880 Century Park E Ste 411
Los Angeles, CA 90067

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

CA Average: $16,012,751,954
Total Number of Employees

22,703

CA Average: 118
Total Number of Accounts

680,466

CA Average: 4,567
Average Account Size

$224,156

CA Average: $3,506,186

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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
  • Other

Andrea Spatz Work History

Andrea has 25 years of experience.

2017 - Present (2 years)

Lpl Financial LLC

2000 - 2017 (17 years)

National Planning Corp

1993 - Present (26 years)

Lewis M Wallensky Associates

Disclosures

Andrea Spatz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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