Benjamin
Guizlo

Lpl Financial LLC

CRD#5445590
Investment Advisor
in Riverside, CA

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About this Advisor

Benjamin Guizlo is a financial advisor working out of Riverside, California, with a total of 2 years of industry experience. Guizlo currently works for Lpl Financial LLC. Throughout their career, Guizlo has worked at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Pick Group, Mission Inn Foundation, Grace Community Church, Lpl Financial LLC and Enduring Business Management. Guizlo holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to work in California, Colorado, Florida, Kentucky, Missouri, Nevada, New Jersey, Ohio, South Dakota, Texas, Utah and Washington. Lpl Financial LLC is a financial advisory business operating out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 financial advisors. It has $368 billion in assets across its 1,688,501 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Lpl Financial LLC performs a broad 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. Fees charged by financial advisors usually vary depending on which services are offered. Fees charged by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Office Location

3850 Vine St, Ste 100A
Riverside, CA 92507-4268

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CA Average: $646,059,043
Total Number of Employees

31,366

CA Average: 13
Total Number of Accounts

1,688,501

CA Average: 661
Average Account Size

$217,956

CA Average: $977,396

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

Benjamin Guizlo Work History

Benjamin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2020 - 2021 (1 year)

Enduring Business Management

2016 - 2017 (1 year)

Mission Inn Foundation

2016 - 2021 (5 years)

Grace Community Church

2015 - 2020 (5 years)

Pick Group

2012 - 2021 (9 years)

Waddell & Reed, Inc

2012 - 2021 (9 years)

Various Insurance Carriers For W & R Insurance Agencies

*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 Benjamin Guizlo 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

Eric Matthews
Fort Mill, SC
Michael Evans
Westerville, OH
James Mullen
The Villages, FL
Daniel Mehan
Chico, CA
Hyun Song
Vienna, VA
Michelle Cannan
Rochester, NY
Adam Chaney
Naperville, IL
Hope Hoch
Oldsmar, FL

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.

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