Gary
Seybold

Lpl Financial LLC

CRD#1653576
Investment Advisor
in Whittier, CA

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About this Advisor

Gary Seybold is a financial advisor operating out of Whittier, California with 5 years of industry experience. Seybold is on the advisory team at Lpl Financial LLC. They have worked at Lpl Financial Llc for the entirety of their career. Seybold holds a Series 63 license, designating them as a securities broker, and can serve investors in California and Texas. Lpl Financial LLC is a financial advisory business headquartered in Fort Mill, SC. The firm 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 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth individuals who have at least $1 million in investable assets. Lpl Financial LLC performs 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. Fees for financial management largely are based on which services the firm provides the client. Fee types charged by Lpl Financial LLC may include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

5 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

15111 E Whittier Blvd #385
Whittier, CA 90603

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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

Gary Seybold Work History

Gary has been registered as a financial advisor for 5 years.*

2008 - Present (16 years)

Lpl Financial LLC

*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 Gary Seybold 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
Stephen Fitzgerald
Brooklyn, NY
Phillip Hamand
South Bend, IN
Thomas Mercer
Seattle, WA
Ryan Kwiatkowski
Naperville, IL
Cory Mcgrath
Norwell, MA
Ryan Franco
Satellite Beach, 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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