Lpl Financial LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Lewis Wallensky is a certified financial planner in Los Angeles, California. Currently a registered advisor with Lpl Financial LLC, they have accrued an impressive 48 years of professional experience as a financial advisor. Wallensky holds a Series 63 license, qualifying them as a securities representative. Wallensky is registered to operate in Arizona, California, Massachusetts, Ohio and Oregon. Throughout their career, they have worked at Lpl Financial LLC, National Planning Corp and Lewis M Wallensky. Lpl Financial LLC is headquartered in Los Angeles, California, and has 8,011 other locations in the country. In aggregate, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 client accounts and retains more than 22,703 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Lpl Financial LLC can provide 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Lewis Wallensky Work History
Lewis has 48 years of experience.
Lpl Financial LLC
National Planning Corp
Lewis M Wallensky
Lewis Wallensky has no disclosures.
Please visit their SEC profile for more details.