Pia
Calhoun

Lpl Financial LLC

CRD#2891666
Investment Advisor
in Millsboro, DE

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About this Advisor

Pia Calhoun is a certified financial planner based in Millsboro, Delaware with a total of 2 years of relevant experience. Calhoun works at Lpl Financial LLC. During their career, Calhoun has held roles at M&T Bank, M&T Securities, Inc and Lpl Financial LLC. Calhoun maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Delaware, North Carolina and Virginia. Lpl Financial LLC is a financial advisory business based out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 people on staff. It handles $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 provides services to 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% belong to high-net-worth clients who have greater than $1 million in investable assets. Lpl Financial LLC performs a broad range 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 advisory services depend on the type of financial services offered. Fees billed by Lpl Financial LLC may include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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

Office Location

31860 Long Neck Road
Millsboro, DE 19966

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

DE Average: $646,059,043
Total Number of Employees

31,366

DE Average: 13
Total Number of Accounts

1,688,501

DE Average: 661
Average Account Size

$217,956

DE Average: $977,396

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

Pia Calhoun Work History

Pia has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2021 - Present (3 years)

Lpl Financial LLC

2011 - Present (13 years)

M&T Securities, Inc

1982 - Present (42 years)

M&T Bank

*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 Pia Calhoun 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

Eric Matthews
Fort Mill, SC
Mark Lechowicz
Crystal Lake, IL
Michael Evans
Westerville, OH
Nicholas Petralia
Naples, FL
Kyle Paterik
Los Angeles, CA
Hyun Song
Vienna, VA
Gregory Yuen
Aptos, CA
Diane Winner
Ann Arbor, MI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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