Lpl Financial LLC
About this Advisor
Dodi Vicknair is a financial advisor whose office is in La Place, Louisiana. Currently a registered advisor at Lpl Financial LLC, Vicknair has 10 years of practice as a financial advisor. Vicknair holds Series 63 and Series 66 licenses, designating the advisor as a securities representative. Vicknair is registered to act as an advisor based out of Louisiana and Texas. Vicknair has worked their complete career at Lpl Financial LLC. Lpl Financial LLC is headquartered in La Place, Louisiana, and has 9,519 other offices throughout the country. In total, Lpl Financial LLC oversees $208 billion in assets throughout 892,326 client accounts and employs more than 23,035 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 890,301 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 28% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Lpl Financial LLC can provide 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
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
Dodi Vicknair Work History
Dodi has 10 years of experience.
Lpl Financial LLC
Dodi Vicknair has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
San Diego, CA
San Diego, CA
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.