Luke
Malone
Lpl Financial LLC
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About this Advisor
Luke Malone is a financial advisor based out of Concordia, Kansas with 2 years of relevant experience. Malone works at Lpl Financial LLC. Over the course of their career, they have held roles at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, First Methodist Church, Luke G Malone, LLC, Malone Financial, LLC and Lpl Financial LLC. Malone has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Kansas, Missouri, Pennsylvania and Texas. Lpl Financial LLC is a financial advisory business operating out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 advisors. It administers $368 billion in total assets between its 1,688,501 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Lpl Financial LLC performs a number 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types billed by Lpl Financial LLC most likely consist of 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
Luke Malone Work History
Luke has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Malone Financial, LLC
Luke G Malone, LLC
First Methodist Church
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
*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 Luke Malone 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
Ann Arbor, MI
Corpus Christi, TX
Charlestown, MA
Sea Girt, NJ
Biloxi, MS
Oldsmar, FL
Purchase, NY
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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