Lpl Financial LLC
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
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
Sean Clancy Work History
Sean has 13 years of experience.
Lpl Financial, LLC
Amrock Fka Title Source Inc
Cia Financial Group
Sean Clancy has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Fort Myers, FL
Great Falls, MT
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.