Lpl Financial LLC
About this Advisor
Leo Coppeta is a financial advisor operating in Mill Valley, California, with a total of 29 years of experience as a financial advisor. Coppeta works at Lpl Financial LLC. They have spent the entirety of their employment at Lpl Financial Llc. Coppeta has a Series 63 license, certifying them as a securities representative, and is approved to operate in California, Connecticut and Texas. Lpl Financial LLC is a registered investment business headquartered in Mill Valley, California. The investment advisory business has offices in 9,898 locations and a total of 28,744 advisors. It administers $404 billion in assets under management between its 1,517,995 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 3,162 charities and foundations. Of its 1,517,995 accounts, 31% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm 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 usually vary depending on which services the firm provides the client. Fees charged by Lpl Financial LLC can 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
Leo Coppeta Work History
Leo has 29 years of experience.
Lpl Financial LLC (Formerly: Linsco/Private Ledger Corp.)
Leo Coppeta has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Fort Mill, SC
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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