Lpl Financial LLC
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About this Advisor
Jason Yusypchuk is a certified financial planner working out of San Diego, California, who has been in the financial industry for 11 years. Yusypchuk is on the advisory team at Lpl Financial LLC. They have spent their entire time as a financial advisor at Lpl Financial Llc. Yusypchuk holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California. Lpl Financial LLC is an advisory company based in San Diego, California. The company has offices in 8,011 locations and a total of 22,703 people on staff. It has $153 billion in assets between its 680,466 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 899 charities and foundations. Of its 680,466 client accounts, 23% are held by high-net-worth individuals who have at least $1 million in investable assets. The business performs a broad assortment 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. A financial advisor's fee schedules usually are based on the type of financial services offered. However, fee types charged by Lpl Financial LLC likely include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Jason Yusypchuk Work History
Jason has 11 years of experience.
Lpl Financial LLC
Jason Yusypchuk has no disclosures.
Please visit their SEC profile for more details.