Peter
Vang

Lpl Financial LLC

CRD#6673956
Investment Advisor
in Fresno, CA

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About this Advisor

Peter Vang is a financial advisor working out of Fresno, California, who has been in the industry for 11 years. Vang is an employee of Lpl Financial LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Fresno County Economic Opportunities Commission, Bank Of America, N.A, Lpl Financial, Independent Financial Partners and Integrated Financial Partners (Integrated Wealth Concepts LLC). Vang holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Lpl Financial LLC is a registered investment firm that has its headquarters in Fresno, California. The firm has offices in 9,519 locations and a total of 22,790 people on staff. It manages $159 billion in assets under management across its 786,525 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 1,809 charities and foundations. Of its 786,525 client accounts, 27% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company has 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 management fees usually vary depending on the type of services provided. Fees billed by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

Yes

Office Location

7050 N Fresno St Ste 105
Fresno, CA 93720-2975

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

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

Peter Vang Work History

Peter has 12 years of experience.

2018 - Present (2 years)

Lpl Financial

2019 - 2019 (< 1 year)

Integrated Financial Partners (Integrated Wealth Concepts LLC)

2018 - 2019 (1 year)

Independent Financial Partners

2017 - 2018 (1 year)

Bank Of America, N.A

2016 - 2018 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2008 - 2016 (8 years)

Fresno County Economic Opportunities Commission

Disclosures

Peter Vang has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Staiman
New York, NY
Franklin Borders
Charlotte, NC
Daniel Fowler
Pampa, TX
Mark Tonelli
Denver, CO
Steven Justice
San Diego, CA
Christopher Kemp
San Diego, CA

This content was compiled from the SEC and FINRA.

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