Barbara
Sekely
Lpl Financial LLC
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About this Advisor
Barbara Sekely is a financial advisor based in Odessa, Florida, working with Lpl Financial LLC. Barbara has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Bni Business Builders, Caba, Pow Power Of Women, Rental, and Lpl Financial LLC. Barbara has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Barbara is part of Lpl Financial LLC, which operates out of Odessa, Florida. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Lpl Financial LLC
Rental
Caba
Pow Power Of Women
Bni Business Builders
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
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
Fort Mill, SC
Fort Mill, SC
Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
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