Lantz
Martin
Lpl Financial LLC
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About this Advisor
Lantz Martin is a certified financial planner and chartered financial consultant operating out of Tampa, Florida, who has 4 years of industry experience. Martin is on the advisory team at Lpl Financial LLC. Over the course of their career, they have held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, University Of Florida, Curtis Parry, Northwestern Mutual Wealth Management Company, Lpl Financial LLC and The Bank Of Tampa. Martin holds a Series 63 license, which qualifies them as a securities broker, and is able to operate in Florida and Texas. Lpl Financial LLC is a company headquartered in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in assets under management across its 1,688,501 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are held by high-net-worth clients who have at least $1 million in investable assets. Lpl Financial LLC performs a diverse assortment 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 management usually depend on which services the firm provides the client. However, fees charged by Lpl Financial LLC likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Lantz Martin Work History
Lantz has been registered as a financial advisor for 4 years.*
Lpl Financial LLC
The Bank Of Tampa
Curtis Parry
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
University Of Florida
*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 Lantz Martin 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
Dallas, TX
Wenatchee, WA
Hinsdale, IL
Bedford, MA
Chico, CA
Fort Lauderdale, FL
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.
