Emily
Dearborn

Lpl Financial LLC

CRD#6310171
Investment Advisor
in San Diego, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Emily Dearborn is a financial advisor working in San Diego, California with a total of 1 year of relevant experience. Dearborn is currently employed by Lpl Financial LLC. During their career, Dearborn has held roles at San Diego City College, University Of California, San Diego, First Investors Corporation, Uda Parent Network, Foresters Advisory Services, Foresters Financial Services, Cetera Advisors Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, First Allied Securities, Inc, Cetera Investment Services LLC, Rental Property - 4707 Nutmeg Pl and Lpl Financial. Dearborn holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to serve investors in California. Lpl Financial LLC is a registered investment company operating out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 people on staff. It oversees $368 billion in assets under management among its 1,688,501 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth clients who have at least $1 million in investable assets. Lpl Financial LLC performs a wide 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. Fees for financial advisory services 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*

1 year

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

4707 Executive Dr
San Diego, CA 92121-3091

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Emily Dearborn Work History

Emily has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial

2020 - Present (4 years)

Rental Property - 4707 Nutmeg Pl

2019 - 2022 (3 years)

Cetera Advisors Networks LLC

2019 - 2022 (3 years)

Cetera Advisors LLC

2019 - 2022 (3 years)

Cetera Financial Specialists LLC

2019 - 2022 (3 years)

First Allied Securities, Inc

2019 - 2022 (3 years)

Cetera Investment Services LLC

2018 - 2018 (< 1 year)

Foresters Financial Services

2018 - 2019 (1 year)

Foresters Financial Services

2016 - 2022 (6 years)

Uda Parent Network

2016 - 2019 (3 years)

Foresters Advisory Services

2016 - 2018 (2 years)

Foresters Financial Services

2014 - 2014 (< 1 year)

First Investors Corporation

2014 - 2016 (2 years)

First Investors Corporation

2010 - 2014 (4 years)

University Of California, San Diego

2008 - 2013 (5 years)

San Diego City College

*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 Emily Dearborn 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
Raymond Lopez
Fresno, CA
Barbara Ginty
Kingston, NY
Patrick Barnett
Charlotte, NC
Scott Stambaugh
Chico, CA
Timothy Meyers
Wenatchee, WA
Stephanie Quadros
Miami, FL
Michael Starensier
Fort Mill, SC

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started