Barbara
Sekely

Lpl Financial LLC

CRD#5774096
Investment Advisor
in Odessa, FL

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About this Advisor

Barbara Sekely is a financial advisor based out of Odessa, Florida with a total of 2 years of relevant experience. Sekely works at Lpl Financial LLC. Their career trajectory has included roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Montreux Homeowners Association, Bni Business Builders, Caba, Pow Power Of Women, Rental and Lpl Financial LLC. Sekely maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida and Texas. Lpl Financial LLC is a financial advisory company based out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 financial advisors. It has $368 billion in total assets among its 1,688,501 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business performs a number 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 charged by financial advisors depend on which service is provided. However, fee types charged by Lpl Financial LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

3896 Night Star Trl
Odessa, FL 33556

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

FL Average: 13
Total Number of Accounts

1,688,501

FL Average: 661
Average Account Size

$217,956

FL 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

Barbara Sekely Work History

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

2021 - Present (3 years)

Lpl Financial LLC

2019 - 2021 (2 years)

Rental

2016 - 2020 (4 years)

Caba

2016 - 2021 (5 years)

Pow Power Of Women

2012 - 2015 (3 years)

Bni Business Builders

2010 - 2021 (11 years)

Waddell & Reed, Inc

2010 - 2021 (11 years)

Various Insurance Carriers For W & R Insurance Agencies

2008 - 2013 (5 years)

Montreux Homeowners Association

*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 Barbara Sekely 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
Andrew Gaber
Parker, CO
Kevin Harvey
Chico, CA
Michelle Cannan
Rochester, NY
Joseph Sarbello
Sea Girt, NJ
Gregory Horn
Lawrenceburg, IN
Keith Clark
Corpus Christi, TX
Rebecca Chiccino
Charlestown, MA

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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