Lpl Financial LLC
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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
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
Lindsay Bourkoff Work History
Lindsay has 12 years of experience.
Linsco/Private Ledger Corp
Lindsay Bourkoff has no disclosures.
Please visit their SEC profile for more details.