Hugh
Coonrod

Lpl Financial LLC

CRD#1225266
Investment Advisor
in Naperville, IL

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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

Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

1250 E Diehl Road, Suite 101
Naperville, IL 60563

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

IL Average: 13
Total Number of Accounts

892,326

IL Average: 661
Average Account Size

$232,867

IL 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

Hugh Coonrod Work History

Hugh has 10 years of experience.

2010 - Present (12 years)

Linsco/Private Ledger Corp

Disclosures

Hugh Coonrod has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Megan Soto
Lindenhurst, NY
Bobby Ragan
Greer, SC
Alexandra Chiklakis
Fort Myers, FL
John Moon
Peoria, IL
Diahanna Vallentine
Louisville, KY
John Coulombe
Owego, NY
Carl Marsh
Kennebunk, ME

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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