Lucas
Legler

Lpl Financial LLC

CRD#6696726
Investment Advisor
in Tampa, FL

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About this Advisor

Lucas Legler is a financial advisor based in Tampa, Florida with 1 year of industry experience. Legler is on the advisory team at Lpl Financial LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Paradise Valley Community College, Bank Of America, N.A, Fisher Investments, Florida Financial Advisors, Unemployed/Studying and Lpl Financial. Legler holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Lpl Financial LLC is a firm operating out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 financial advisors. It administers $368 billion in assets under management among its 1,688,501 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth clients 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types billed by Lpl Financial LLC likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

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

6536 E Hillsborough Ave
Tampa, FL 33610

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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

Lucas Legler Work History

Lucas has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial

2021 - 2022 (1 year)

Florida Financial Advisors

2021 - 2021 (< 1 year)

Unemployed/Studying

2019 - 2021 (2 years)

Fisher Investments

2017 - 2019 (2 years)

Bank Of America, N.A

2013 - 2013 (< 1 year)

Paradise Valley Community College

2012 - 2019 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Lucas Legler 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
Daniel Mehan
Chico, CA
Tracy Marlin
Newport Beach, CA
Joseph Sarbello
Sea Girt, NJ
Adam Chaney
Naperville, IL
Robert Notarfrancesco
Bridgeport, CT
Scott Feher
Walnut Creek, CA
John Gehlhaart
Waukesha, WI

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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