Seth
Briley

Lpl Financial LLC

CRD#7525446
Investment Advisor
in Valencia, CA

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About this Advisor

Seth Briley is a financial advisor operating in Valencia, California. Briley is currently employed by Lpl Financial LLC. During their career, the advisor has held roles at The Vanguard Group, Inc, Letourneau University, Harbor Freight Tools, Inc, Walmart, Inc, Mcdonalds, Ncn, Electric, Four Seasons Lawncare, Martin Midstream Partners, Llp, Dominos Pizza, Express Employment Professionals, Htlf, Inc, Caliber Home Loans, Templar Electric, Mortgage Processing Group, LLC, Randstad, For Energy, Roberthalf, Ups, Amazon, Kilgore College, The University Of Texas Tyler, Tyler Junior College and Lpl Financial. Briley has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in California. Lpl Financial LLC is a financial advisory company operating out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 financial advisors. It has $368 billion in total assets among its 1,688,501 accounts, making it one of the largest firms in the United States by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm has a wide range of services, such as 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 typically are based on the financial services provided. Fees charged by Lpl Financial LLC likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 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

27433 Tourney Road, Ste 150
Valencia, CA 91355

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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

Seth Briley Work History

Seth has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Lpl Financial

2022 - 2022 (< 1 year)

The Vanguard Group, Inc

2022 - 2022 (< 1 year)

Express Employment Professionals

2022 - 2022 (< 1 year)

Express Employment Professionals

2021 - 2021 (< 1 year)

Mortgage Processing Group, LLC

2021 - 2021 (< 1 year)

Randstad

2021 - 2021 (< 1 year)

For Energy

2021 - 2021 (< 1 year)

Roberthalf

2021 - 2021 (< 1 year)

Ups

2021 - 2021 (< 1 year)

Amazon

2020 - 2020 (< 1 year)

Caliber Home Loans

2020 - 2021 (1 year)

Templar Electric

2019 - 2020 (1 year)

Express Employment Professionals

2019 - 2020 (1 year)

Htlf, Inc

2018 - 2018 (< 1 year)

Dominos Pizza

2018 - 2018 (< 1 year)

Tyler Junior College

2017 - 2018 (1 year)

Martin Midstream Partners, Llp

2016 - 2016 (< 1 year)

Ncn, Electric

2016 - 2016 (< 1 year)

Four Seasons Lawncare

2016 - 2018 (2 years)

Letourneau University

2015 - 2015 (< 1 year)

Walmart, Inc

2015 - 2016 (1 year)

Mcdonalds

2015 - 2016 (1 year)

The University Of Texas Tyler

2014 - 2014 (< 1 year)

Harbor Freight Tools, Inc

2013 - 2015 (2 years)

Kilgore College

2012 - 2013 (1 year)

Letourneau University

*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 Seth Briley 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
Brandi Hoover
Hattiesburg, MS
Brad Gauldin
Hanover, PA
David Owen
Bellevue, WA
Sarah Pais
Dallas, TX
Gianni Dinello
Pittsburgh, PA
Patrick Barnett
Charlotte, NC
Gregory Osborn
North Reading, 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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