Bart
Irwin
Lpl Financial LLC
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About this Advisor
Bart Irwin is a financial advisor working out of Kokomo, Indiana with a total of 4 years of industry experience. Irwin currently works for Lpl Financial LLC. Over the course of their career, Irwin has held roles at Hayes Advisory Group, Community First Bank, Lasalle St Securities, LLC and Lpl Financial LLC. Irwin holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Indiana. Lpl Financial LLC is a registered investment business operating out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It oversees $368 billion in assets between its 1,688,501 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Lpl Financial LLC performs a wide set 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 vary depending on the type of services offered. However, fees billed by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Bart Irwin Work History
Bart has been registered as a financial advisor for 4 years.*
Lpl Financial LLC
Community First Bank
Lasalle St Securities, LLC
Hayes Advisory Group
*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 Bart Irwin 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
Fort Mill, SC
Brunswick, ME
San Diego, CA
Warner Robins, GA
La Mesa, CA
Worcester, MA
Milwaukee, WI
Clovis, CA
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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