Deborah
Van Gaale

Lpl Financial LLC

CRD#7657382
Investment Advisor
in Altamonte Springs, FL

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About this Advisor

Deborah Van Gaale is a financial advisor based in Altamonte Springs, Florida. Van Gaale is an employee of Lpl Financial LLC. Van Gaale has gained experience at Value Added Sales And Marketing, Sunny Day Consultants, Certified Financial Group and Lpl Financial LLC. Van Gaale maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Lpl Financial LLC is a registered investment firm headquartered in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 people on staff. It has $368 billion in assets under management among its 1,688,501 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Lpl Financial LLC provides 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. A financial advisor's fee schedules usually vary depending on which service is offered. Fee types billed by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

215 N Westmonte Drive
Altamonte Springs, FL 32714

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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

Deborah Van Gaale Work History

Deborah has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Lpl Financial LLC

2021 - 2022 (1 year)

Certified Financial Group

2018 - 2022 (4 years)

Sunny Day Consultants

1994 - 2018 (24 years)

Value Added Sales And Marketing

*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 Deborah Van Gaale 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
Gregory Yuen
Aptos, CA
Keith Clark
Corpus Christi, TX
Kevin Harvey
Chico, CA
Hyun Song
Vienna, VA
Robert Notarfrancesco
Bridgeport, CT
Adam Chaney
Naperville, IL
Joseph Sarbello
Sea Girt, NJ

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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