Lindsay
Bourkoff

Lpl Financial LLC

CRD#4711297
Investment Advisor
in Los Angeles, CA
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About this Advisor

Lindsay Bourkoff is a certified financial planner who works in Los Angeles, California, who has been in the financial industry for 12 years. Bourkoff is an employee of Lpl Financial LLC. They have been an employee of Lpl Financial Llc for their whole career. Bourkoff has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Lpl Financial LLC is an advisory firm headquartered in Los Angeles, California. The investment advisory business has offices in 8,011 locations and a total of 22,703 employees. It has $153 billion in assets between its 680,466 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 899 charities and foundations. Of its 680,466 client accounts, 23% are held by high-net-worth individuals who have at least $1 million in assets. Lpl Financial LLC performs 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. Financial advisory fee schedules usually vary depending on the services. Fees billed by Lpl Financial LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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

1925 Century Pk East Ste 2020
Los Angeles, CA 90067

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

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

22,703

CA Average: 118
Total Number of Accounts

680,466

CA Average: 4,567
Average Account Size

$224,156

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

Lindsay Bourkoff Work History

Lindsay has 12 years of experience.

2006 - Present (13 years)

Linsco/Private Ledger Corp

Disclosures

Lindsay Bourkoff has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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