Lpl Financial LLC
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
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
Samuel Sharples Work History
Samuel has 14 years of experience.
Lpl Financial, LLC
J&V Restaurant Supply
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
Rocking R Bar
Msu Sub Rec Center
J & V Restaurant Supply
A+ Lawn Care
Samuel Sharples has no disclosures.
Please visit their SEC profile for more details.
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