Raymond
Saari
Lpl Financial LLC
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About this Advisor
Raymond Saari is a financial advisor based in Albion, Michigan, working with Lpl Financial LLC. Raymond has previously worked at Homestead Bank, Osaic Institutions (Formerly Infinex Investments, Inc), and Lpl Financial LLC. Raymond has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan and Texas. Raymond is currently part of Lpl Financial LLC, which operates in Albion, Michigan. The firm has 18,523 offices and 37,893 employees. Lpl Financial LLC manages assets totaling $618.9 billion and serves both charitable organizations and high-net-worth clients. The firm offers 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. Lpl Financial LLC offers asset-based, hourly, fixed, and commission-based fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$618,922,975,737
37,893
2,369,378
$261,217
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
Raymond Saari Work History
Lpl Financial LLC
Homestead Bank
Osaic Institutions (Formerly Infinex Investments, Inc)
Disclosures
Please visit the SEC profile of Raymond Saari 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
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Oxford, MA
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Conshohocken, PA
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