Paul
Downey

Lpl Financial LLC

CRD#6622980
Investment Advisor
in Kearney, NE

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About this Advisor

Paul Downey is a financial advisor based in Kearney, Nebraska, working with Lpl Financial LLC. Paul has previously held positions at Twin Forks Clinic, City Of Benkelman, Doane College, Pizza Hut, Lincoln Public Schools, Waddell & Reed Inc, Various Insurance Carriers For W & R Insurance Agencies, Strong Downey Group Inc, Young Professionals Network, Celtic Tribe Properties L.L.C, and Lpl Financial LLC. Paul has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Paul is part of Lpl Financial LLC, which operates out of Kearney, Nebraska. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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

2217 1St Ave
Kearney, NE 68847

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

NE Average: 13
Total Number of Accounts

1,910,545

NE Average: 661
Average Account Size

$242,588

NE 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

Paul Downey Work History

2021 - Present (3 years)

Lpl Financial LLC

2020 - 2021 (1 year)

Young Professionals Network

2020 - 2021 (1 year)

Celtic Tribe Properties L.L.C

2019 - 2021 (2 years)

Strong Downey Group Inc

2016 - 2021 (5 years)

Waddell & Reed Inc

2016 - 2021 (5 years)

Various Insurance Carriers For W & R Insurance Agencies

2015 - 2021 (6 years)

Lincoln Public Schools

2014 - 2015 (1 year)

Doane College

2014 - 2015 (1 year)

Pizza Hut

2009 - 2015 (6 years)

City Of Benkelman

2007 - 2015 (8 years)

Twin Forks Clinic

Disclosures

Please visit the SEC profile of Paul Downey 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
Megan Micek
Downers Grove, IL
Benjamin Hall
Abingdon, VA
Lee Baker
Murfreesboro, TN
Tai Stephan
Victor, ID
Cole Gillespie
Scottsdale, AZ
Adam Coughlin
Eugene, OR
Baileigh Ashbrook
Fort Dodge, IA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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