Darrell
Alford

Lpl Financial LLC

CRD#1397636
Investment Advisor
in San Diego, CA
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About this Advisor

Darrell Alford is a chartered financial consultant based in San Diego, California, with a total of 14 years of financial industry experience. Alford works at Lpl Financial LLC. Throughout their career, Alford has worked at Alford-Jungers Financial, Oberlin Financial Corp, Nrp Advisors, Inc, Lpl Financial Corporation and Independent Financial Partners. Alford holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in California. Lpl Financial LLC is a financial advisory business headquartered in San Diego, California. The firm has offices in 8,011 locations and a total of 22,703 employees. It oversees $153 billion in total assets across its 680,466 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 899 charitable organizations. Of its 680,466 accounts, 23% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm provides a number 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. Fees for financial management typically depend on the type of financial services offered. However, fees charged by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

14 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

Yes

Office Location

9276 Scranton Rd Ste 550
San Diego, CA 92121

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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

Darrell Alford Work History

Darrell has 14 years of experience.

2012 - Present (7 years)

Independent Financial Partners

2010 - Present (9 years)

Lpl Financial Corporation

2008 - 2010 (2 years)

Nrp Advisors, Inc

2006 - 2010 (4 years)

Oberlin Financial Corp

2004 - 2010 (6 years)

Alford-Jungers Financial

Disclosures

Darrell Alford has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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