Kelsey
Bengoa

Lpl Financial LLC

CRD#5652374
Investment Advisor
in Los Olivos, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 66

Years of Experience

10 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

Disclosures

Yes

Office Location

2363 Alamo Pintado Rd, Suite A
Los Olivos, CA 93441

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

$207,793,164,246

CA Average: $646,059,043
Total Number of Employees

23,035

CA Average: 13
Total Number of Accounts

892,326

CA Average: 661
Average Account Size

$232,867

CA Average: $977,396

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

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

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

Kelsey Bengoa Work History

Kelsey has 10 years of experience.

2014 - Present (8 years)

Lpl Financial, LLC

2010 - 2014 (4 years)

Wells Fargo Advisors Financial Network LLC

Disclosures

Kelsey Bengoa has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
John Fitch
Charlotte, NC
Brian Fahrner
Des Plaines, IL
Travis Messinger
Spokane, WA
Jay Agarwal
Chicago, IL
Neal Webb
Mount Pleasant, SC
Geoffrey Hodge
Fort Mill, SC
Jerry Williams
Fort Worth, TX

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 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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 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