Desiree
Ting

Lpl Financial LLC

CRD#6431158
Investment Advisor
in Kahului, HI

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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

Series 65, Series 63

Years of Experience

15 years

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

Disclosures

No

Office Location

33 Lono Ave., Suite 400
Kahului, HI 96732

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

HI Average: $646,059,043
Total Number of Employees

23,035

HI Average: 13
Total Number of Accounts

892,326

HI Average: 661
Average Account Size

$232,867

HI Average: $977,396

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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
  • Other

Desiree Ting Work History

Desiree has 15 years of experience.

2015 - Present (6 years)

Central Pacific Investment Services

2014 - Present (7 years)

Lpl Financial LLC

2005 - 2014 (9 years)

Central Pacific Bank

Disclosures

Desiree Ting has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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