James
Forcella

Lpl Financial LLC

CRD#1081953
Investment Advisor
in Redding, CA

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About this Advisor

James Forcella is a certified financial planner operating out of Redding, California with a total of 23 years of industry experience. Forcella is an advisor for Lpl Financial LLC. During their career, the advisor has held roles at Lpl Financial, LLC and Forcella Orchard. Forcella has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Lpl Financial LLC is a financial advisory business headquartered in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 advisors. It controls $368 billion in total assets among its 1,688,501 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 accounts, 31% belong to high-net-worth investors who have at least $1 million in assets. The company has a diverse assortment 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 largely depend on which services are offered. However, fees charged by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

23 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

1600 Victor Ave
Redding, CA 96003

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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

James Forcella Work History

James has been registered as a financial advisor for 23 years.*

2016 - Present (8 years)

Forcella Orchard

2006 - Present (18 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 James Forcella 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
Richard Weiner
Fort Lauderdale, FL
Patrick Barnett
Charlotte, NC
Sarah Pais
Dallas, TX
Stephanie Quadros
Miami, FL
Robert Roar
Grayson, KY
David Travis
Springfield, IL
Barbara Ginty
Kingston, NY

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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