Lpl Financial LLC
Answer a few questions and
get matched with an advisor.
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
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
Betty Mundale Work History
Betty has 38 years of experience.
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
Professional Financial Services
Betty Mundale has no disclosures.
Please visit their SEC profile for more details.