Yoko
Wickersham

Lpl Financial LLC

CRD#3016411
Investment Advisor
in San Diego, CA
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About this Advisor

Yoko Wickersham is a certified financial planner operating in San Diego, California, who has been in the financial industry for 15 years. Wickersham currently works for Lpl Financial LLC. Over the course of their career, Wickersham has held roles at Wachovia Securities LLC, Wells Fargo Advisors LLC and Lpl Financial LLC. Wickersham holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to work in California. Lpl Financial LLC is a registered investment business operating out of San Diego, California. It has offices in 8,011 locations and a total of 22,703 people on staff. It administers $153 billion in assets under management between its 680,466 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 899 charities and foundations. Of its 680,466 client accounts, 23% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs a number 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 management typically depend on which service is provided. However, fee types charged by Lpl Financial LLC most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

15 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

No

Office Location

16870 W Bernardo Ct Suite 400
San Diego, CA 92127

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

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

22,703

CA Average: 118
Total Number of Accounts

680,466

CA Average: 4,567
Average Account Size

$224,156

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

Yoko Wickersham Work History

Yoko has 15 years of experience.

2013 - Present (6 years)

Lpl Financial LLC

2009 - 2013 (4 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities LLC

Disclosures

Yoko Wickersham has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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