Peter
Fink

Lpl Financial LLC

CRD#207826
Investment Advisor
in San Diego, CA

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About this Advisor

Peter Fink is a certified financial planner operating out of San Diego, California with a total of 2 years of relevant experience. Fink is on the advisory team at Lpl Financial LLC. Their career trajectory has included roles at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Ayso, Peter B Fink, Skluth Trust, Survivors Trust Lefkowitz, Lumena Financial Strategies, Inc, Board Of Governors, City Of Hope and Lpl Financial LLC. Fink has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Alabama, Arkansas, California, Colorado, District Of Columbia, Florida, Illinois, Kansas, Kentucky, Maine, Maryland, Minnesota, Missouri, Montana, Nevada, North Carolina, Ohio, South Carolina, Texas, Virginia, Washington, Wisconsin and Wyoming. Lpl Financial LLC is an advisory business operating out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 people on staff. It administers $368 billion in total assets across its 1,688,501 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth clients who have greater than $1 million in investable assets. Lpl Financial LLC offers a broad assortment 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 fees usually are based on which service is offered. However, fee types charged by Lpl Financial LLC can consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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

Office Location

4679 Vista St
San Diego, CA 92116

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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

Peter Fink Work History

Peter has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2018 - 2021 (3 years)

Lumena Financial Strategies, Inc

2012 - 2021 (9 years)

Waddell & Reed, Inc

2012 - 2021 (9 years)

Various Insurance Carriers For W&R Insurance Agencies

2008 - 2014 (6 years)

Survivors Trust Lefkowitz

2005 - 2021 (16 years)

Skluth Trust

1997 - 2021 (24 years)

Board Of Governors, City Of Hope

1990 - 2021 (31 years)

Peter B Fink

1975 - 2021 (46 years)

Ayso

*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 Peter Fink 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
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

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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