Carolrose
Schlesinger

Lpl Financial LLC

CRD#1519986
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Carolrose Schlesinger is a financial advisor who works in Woodland Hills, California, with a total of 32 years in the industry. Schlesinger is on the advisory team at Lpl Financial LLC. Their career trajectory has included roles at Lpl Financial, LLC, New England Mutual Life and New England Securities. Schlesinger holds a Series 63 license, certifying them as a securities agent, and is approved to serve investors in California. Lpl Financial LLC is a registered investment firm headquartered in Woodland Hills, California. The company has offices in 8,011 locations and a total of 22,703 people on staff. It handles $153 billion in total assets across its 680,466 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 899 charities and foundations. Of its 680,466 accounts, 23% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm offers a diverse array 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 largely are based on the type of services offered. However, fees charged by Lpl Financial LLC likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

32 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

21031 Ventura Blvd Ste 424
Woodland Hills, CA 91364

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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

Carolrose Schlesinger Work History

Carolrose has 32 years of experience.

2014 - Present (5 years)

Lpl Financial, LLC

1986 - 2014 (28 years)

New England Mutual Life

1986 - 2014 (28 years)

New England Securities

Disclosures

Carolrose Schlesinger has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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