Lpl Financial LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Ross Levine is a chartered financial consultant operating in Sacramento, California, who has been in the industry for 18 years. Levine currently works for Lpl Financial LLC. During their career, Levine has held roles at Lincoln Financial Advisors Corp and Lpl Financial. Levine maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in California, Texas and Colorado. Lpl Financial LLC is a registered investment business that has its headquarters in Sacramento, California. The firm has offices in 8,011 locations and a total of 22,703 financial advisors. It handles $153 billion in total assets among its 680,466 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 899 charities and foundations. Of its 680,466 accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a diverse 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 charged by financial advisors usually depend on the financial services. Fees charged by Lpl Financial LLC can include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Financial LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Ross Levine Work History
Ross has 18 years of experience.
Lincoln Financial Advisors Corp
Ross Levine has no disclosures.
Please visit their SEC profile for more details.