Betty
Mundale

Lpl Financial LLC

CRD#1008909
Investment Advisor
in Denver, CO
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About this Advisor

Betty Mundale is an advisor who lives in Denver, Colorado. Currently an advisor with Lpl Financial LLC, they have accrued a notable 38 years of professional experience in the financial advisory industry. Mundale holds a Series 63 license, certifying the advisor as a securities representative. Mundale is able to work with clients based out of Colorado and Texas. Over the course of their career, they have held roles at Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.) and Professional Financial Services. Lpl Financial LLC is headquartered in Denver, Colorado, and has 8,011 other brick-and-mortar locations across the United States. As a company, Lpl Financial LLC oversees $153 billion in assets dispersed across 680,466 accounts and retains more than 22,703 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Lpl Financial LLC can offer 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

38 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

9175 E Kenyon Ave. #102
Denver, CO 80237

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

CO Average: 118
Total Number of Accounts

786,525

CO Average: 4,567
Average Account Size

$202,281

CO 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

Betty Mundale Work History

Betty has 38 years of experience.

1995 - Present (24 years)

Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)

1980 - Present (39 years)

Professional Financial Services

Disclosures

Betty Mundale has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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