Lpl Financial LLC
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About this Advisor
Robert Notarfrancesco is a financial advisor working in Bridgeport, Connecticut who has 1 year of relevant experience. Notarfrancesco is an advisor for Lpl Financial LLC. Notarfrancesco has gained experience at Hsbc Securities (Usa) Inc, Hsbc Bank Usa, N.A, Cetera Investment Advisers LLC, Investors Bank, Cetera Investment Services LLC, People'S Securities, Inc, Lpl Financial LLC and People'S United Advisors. Notarfrancesco holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in New York. Lpl Financial LLC is an advisory firm that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 financial advisors. It administers $368 billion in assets between its 1,688,501 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Lpl Financial LLC provides a diverse array 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. Financial advisory fee schedules largely depend on which services the firm provides the client. Fees billed by Lpl Financial LLC likely consist of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
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
Robert Notarfrancesco Work History
Robert has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
People'S Securities, Inc
People'S United Advisors
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Hsbc Bank Usa, N.A
Hsbc Securities (Usa) Inc
*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.
Please visit the SEC profile of Robert Notarfrancesco 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
North Reading, MA
Fort Madison, IA
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 firstname.lastname@example.org.
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