Sean
Clancy

Lpl Financial LLC

CRD#4856134
Investment Advisor
in Utica, MI

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About this Advisor

Sean Clancy is an investment advisor whose office is in Utica, Michigan. Currently a registered financial advisor at Lpl Financial LLC, they have gathered 13 years of professional experience as a financial advisor. Clancy maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Clancy can act as a financial advisor based out of Michigan. Their career trajectory has included roles at Provision Financial, Amrock Fka Title Source Inc, Cia Financial Group and Lpl Financial, LLC. Lpl Financial LLC is headquartered in Utica, Michigan, and operates out of 9,519 additional locations across the United States. In total, Lpl Financial LLC oversees $208 billion in assets throughout 892,326 accounts and employs more than 23,035 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 890,301 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 28% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Lpl Financial LLC offers 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

Series 66

Years of Experience

13 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

45656 Village Blvd
Utica, MI 48315-6070

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

MI Average: 13
Total Number of Accounts

892,326

MI Average: 661
Average Account Size

$232,867

MI 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

Sean Clancy Work History

Sean has 13 years of experience.

2018 - Present (3 years)

Provision Financial

2017 - Present (4 years)

Lpl Financial, LLC

2011 - 2018 (7 years)

Amrock Fka Title Source Inc

2007 - 2011 (4 years)

Cia Financial Group

Disclosures

Sean Clancy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Brian Mcmillin
Roseau, MN
Alexandra Chiklakis
Fort Myers, FL
Tyler Coe
Deland, FL
Richard Gilman
Middleton, MA
Chad Lange
Alpharetta, GA
Brian Connors
Great Falls, MT
Jennifer Doherty
Jacksonville, FL

This content was compiled from the SEC and FINRA.

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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