Lillie
Powell

Lpl Financial LLC

CRD#4125530
Investment Advisor
in Saint Peters, MO

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About this Advisor

Lillie Powell is a financial advisor who works in Saint Peters, Missouri with a total of 3 years of relevant experience. Powell is currently employed by Lpl Financial LLC. Throughout their career, Powell has worked at U.S. Bancorp Investments, Inc, Edward Jones, Mml Investor Services, LLC, Massachusetts Mutual Life Insurance Company, Pnc Investments and Lpl Financial LLC. Powell maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Missouri. Lpl Financial LLC is an advisory business operating out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It has $368 billion in assets among its 1,688,501 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth individuals who have at least $1 million in investable assets. Lpl Financial LLC offers a broad array of services, including 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. Fees for financial management largely are based on which services the firm provides the client. Fee types billed by Lpl Financial LLC can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

Office Location

7417 Mexico Road, Ste 104
Saint Peters, MO 63376

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

MO Average: 13
Total Number of Accounts

1,688,501

MO Average: 661
Average Account Size

$217,956

MO Average: $977,396

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

Lillie Powell Work History

Lillie has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial LLC

2018 - 2020 (2 years)

Pnc Investments

2017 - 2018 (1 year)

Mml Investor Services, LLC

2017 - 2018 (1 year)

Massachusetts Mutual Life Insurance Company

2013 - 2013 (< 1 year)

Edward Jones

2013 - 2017 (4 years)

U.S. Bancorp Investments, Inc

2008 - 2013 (5 years)

U.S. Bancorp Investments, Inc

*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 Lillie Powell 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

Eric Matthews
Fort Mill, SC
Daniel Mehan
Chico, CA
John Gehlhaart
Waukesha, WI
Keith Clark
Corpus Christi, TX
Hope Hoch
Oldsmar, FL
Rebecca Chiccino
Charlestown, MA
Scott Feher
Walnut Creek, CA
Tracy Marlin
Newport Beach, CA

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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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