Minh
Dinh

Lpl Financial LLC

CRD#4445934
Investment Advisor
in Alameda, CA

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About this Advisor

Minh Dinh is a certified financial planner who works in Alameda, California who has 1 year of industry experience. Dinh currently works for Lpl Financial LLC. During their career, Dinh has held roles at Edward Jones, Lpl Financial LLC and Strategic Wealth Advisors Group. Dinh has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California and Texas. Lpl Financial LLC is a financial advisory business based in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It manages $368 billion in assets across its 1,688,501 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Lpl Financial LLC performs a broad array 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 advisory services depend on which services the firm provides the client. Fees charged by Lpl Financial LLC most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

550 Park Street Ste 105
Alameda, CA 94501

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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

Minh Dinh Work History

Minh has been registered as a financial advisor for 1 years.*

2016 - Present (8 years)

Lpl Financial LLC

2016 - 2022 (6 years)

Strategic Wealth Advisors Group

2003 - 2016 (13 years)

Edward Jones

*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 Minh Dinh 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
John Roney
Chico, CA
Vicki Brackens
Syracuse, NY
Laurel Resendez
Atlanta, GA
Glenn Stempler
New Smyrna Beach, FL
Kenneth Wood
Worcester, MA
Therese Shardlow
Fresno, CA
Eric Schindler
La Mesa, CA

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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