Lpl Financial LLC

Investment Advisor
in Missoula, MT

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About this Advisor

Samuel Sharples is a financial advisor working out of Missoula, Montana, who has been in the advisory business for 14 years. Sharples works at Lpl Financial LLC. Over the course of their career, Sharples has held roles at Burkhartsmeyer Ranch, A+ Lawn Care, Gap, Msu Sub Rec Center, J & V Restaurant Supply, Rocking R Bar, Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Lpl Financial, LLC and J&V Restaurant Supply. Sharples maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Montana and Texas. Lpl Financial LLC is a registered investment company operating out of Missoula, Montana. It has offices in 9,519 locations and a total of 23,035 financial advisors. It has $208 billion in assets under management across its 892,326 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 1,956 charities and foundations. Of its 892,326 accounts, 28% are held by high-net-worth investors who have greater than $1 million in investable assets. Lpl Financial LLC performs a wide 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. Financial management fee schedules vary depending on which services the firm provides the client. Fees charged by Lpl Financial LLC most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

14 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

6616 Patton Ct
Missoula, MT 59808

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Lpl Financial LLC Brokerage Details

Total Assets Under Management


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


MT Average: 13
Total Number of Accounts


MT Average: 661
Average Account Size


MT 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

Samuel Sharples Work History

Samuel has 14 years of experience.

2015 - Present (6 years)

Lpl Financial, LLC

2015 - 2015 (< 1 year)

J&V Restaurant Supply

2014 - 2015 (1 year)

Waddell & Reed, Inc

2014 - 2015 (1 year)

Various Insurance Carriers For W & R Insurance Agencies

2013 - 2014 (1 year)

Rocking R Bar

2012 - 2012 (< 1 year)

Msu Sub Rec Center

2012 - 2013 (1 year)

J & V Restaurant Supply

2011 - 2011 (< 1 year)

A+ Lawn Care

2011 - 2012 (1 year)


2006 - 2010 (4 years)

Burkhartsmeyer Ranch


Samuel Sharples has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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