Lpl Financial LLC
About this Advisor
Hugh Coonrod is a certified financial planner based in Naperville, Illinois, with 10 years of experience as a financial advisor. Coonrod works at Lpl Financial LLC. They have been an employee of Lpl Financial Llc for their entire career. Coonrod maintains a Series 63 license, designating them as a securities broker, and is registered to advise clients in Illinois. Lpl Financial LLC is a financial advisory business based in Naperville, Illinois. The investment advisory business has offices in 9,519 locations and a total of 23,035 people on staff. It handles $208 billion in assets between its 892,326 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 1,956 charities and foundations. Of its 892,326 customer accounts, 28% are held by high-net-worth investors who have more than $1 million in assets. Lpl Financial LLC provides a broad range 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 charged by financial advisors largely depend on which services are offered. However, fees charged by Lpl Financial LLC may include any combination of 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
Hugh Coonrod Work History
Hugh has 10 years of experience.
Linsco/Private Ledger Corp
Hugh Coonrod has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Fort Myers, FL
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.