Lauren
Sagan

Lpl Financial LLC

CRD#5997547
Investment Advisor
in Redwood City, CA

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About this Advisor

Lauren Sagan is a financial advisor working out of Redwood City, California, with a total of 2 years of relevant experience. Sagan is an advisor for Lpl Financial LLC. During their career, the advisor has held roles at Mckinley Financial Group, First Allied Securities, Inc, First Allied Advisory Services, Inc, First Allied Advisory Services and Lpl Financial, LLC. Sagan has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Lpl Financial LLC is a registered investment business that has its headquarters in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 advisors. It manages $368 billion in total assets across its 1,688,501 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 accounts, 31% belong to high-net-worth clients who have more than $1 million in investable assets. The firm has a number 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. Fees for financial management largely depend on which services the firm provides the client. However, fee types charged by Lpl Financial LLC can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

100 Marine Parkway Ste 215
Redwood City, CA 94065

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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

Lauren Sagan Work History

Lauren has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial, LLC

2011 - Present (13 years)

Mckinley Financial Group

2020 - 2021 (1 year)

First Allied Advisory Services

2014 - 2020 (6 years)

First Allied Advisory Services, Inc

2011 - 2021 (10 years)

First Allied Securities, Inc

*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 Lauren Sagan 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
Kyle Paterik
Los Angeles, CA
Nathan Vanstippen
Kaukauna, WI
Daniel Doughty
Houston, TX
Michael Cosenza
Worcester, MA
Hyun Song
Vienna, VA
Kelsey Odey
Denver, CO
Nicholas Petralia
Naples, FL

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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