Lpl Financial LLC
About this Advisor
Kelsey Bengoa is a financial advisor who works in Los Olivos, California, who has been in the financial industry for 10 years. Bengoa is an advisor for Lpl Financial LLC. Throughout their career, Bengoa has worked at Wells Fargo Advisors Financial Network LLC and Lpl Financial, LLC. Bengoa holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Lpl Financial LLC is a financial advisory business headquartered in Los Olivos, California. The investment advisory business has offices in 9,519 locations and a total of 23,035 financial advisors. It handles $208 billion in assets under management across its 892,326 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 1,956 charities and foundations. Of its 892,326 client accounts, 28% are held by high-net-worth individuals who have at least $1 million in investable assets. Lpl Financial LLC offers a number 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 typically depend on which services the firm provides the client. However, fee types billed by Lpl Financial LLC can include any 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
Kelsey Bengoa Work History
Kelsey has 10 years of experience.
Lpl Financial, LLC
Wells Fargo Advisors Financial Network LLC
Kelsey Bengoa has disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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