Lpl Financial LLC
About this Advisor
Desiree Ting is an advisor based in Kahului, Hawaii. Currently a registered financial advisor at Lpl Financial LLC, Ting has 15 years of work experience as a financial advisor. Ting holds Series 65 and Series 63 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Ting can work with investors based out of Hawaii. During their career, Ting has held roles at Central Pacific Investment Services, Lpl Financial LLC and Central Pacific Bank. Lpl Financial LLC is based out of Kahului, Hawaii, and has 9,519 offices across the United States. In aggregate, Lpl Financial LLC oversees $208 billion in assets throughout 892,326 client accounts and employs more than 23,035 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 890,301 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 28% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Lpl Financial LLC provides 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Desiree Ting Work History
Desiree has 15 years of experience.
Central Pacific Investment Services
Lpl Financial LLC
Central Pacific Bank
Desiree Ting has no disclosures.
Please visit their SEC profile for more details.
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