Erika
Agard
Lpl Financial LLC
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About this Advisor
Erika Agard is a financial advisor who works in Loveland, Colorado, who has 2 years of industry experience. Agard currently works for Lpl Financial LLC. The advisor has gained experience at Student, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Black Market Tavern, Fuzzys Taco Shop, Colorado Casino Nights Dba Sounds Of The Rockies, Northwestern Mutual Wealth Management Company, Ryan Yoder and Lpl Financial LLC. Agard holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Colorado. Lpl Financial LLC is an advisory company operating out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It handles $368 billion in assets among its 1,688,501 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% belong to high-net-worth clients who have greater than $1 million in investable assets. The company offers a number 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. Financial management fees typically vary depending on which services are provided. However, fees charged by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Erika Agard Work History
Erika has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Ryan Yoder
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Colorado Casino Nights Dba Sounds Of The Rockies
Student
Northwestern Mutual Life Insurance Company
Student
Black Market Tavern
Fuzzys Taco Shop
*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 Erika Agard 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
Fort Mill, SC
Vienna, VA
Bridgeport, CT
Charlestown, MA
Naperville, IL
Biloxi, MS
Corpus Christi, TX
Purchase, NY
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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