Lauren
Gage

Lpl Financial LLC

CRD#5755111
Investment Advisor
in Huntington Beach, CA

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About this Advisor

Lauren Gage is a financial advisor who works out of Huntington Beach, California, who has been in the financial industry for 9 years. Gage works at Lpl Financial LLC. The advisor has gained experience at Fellowship Of Christian Athletes, Boyer Financial Services and Lpl Financial, LLC. Gage maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in California. Lpl Financial LLC is a company that has its headquarters in Huntington Beach, California. It has offices in 9,519 locations and a total of 22,790 people on staff. It administers $159 billion in assets under management across its 786,525 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 1,809 charitable organizations. Of its 786,525 customer accounts, 27% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. 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. Financial management fee schedules are based on which services are provided. Fee types charged by Lpl Financial LLC may include 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

No

Office Location

Huntington Beach, CA

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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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
  • Other

Lauren Gage Work History

Lauren has 10 years of experience.

2015 - Present (5 years)

Lpl Financial, LLC

2018 - 2019 (1 year)

Boyer Financial Services

2010 - 2016 (6 years)

Fellowship Of Christian Athletes

2010 - 2018 (8 years)

Boyer Financial Services

Disclosures

Lauren Gage has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Staiman
New York, NY
Franklin Borders
Charlotte, NC
Daniel Fowler
Pampa, TX
Mark Tonelli
Denver, CO
Steven Justice
San Diego, CA
Christopher Kemp
San Diego, CA

This content was compiled from the SEC and FINRA.

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