Carole
Sarson

Lpl Financial LLC

CRD#3037277
Investment Advisor
in Washington, NJ

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About this Advisor

Carole Sarson is a financial advisor who works out of Washington, New Jersey, who has been in the advisory business for 10 years. Sarson is an employee of Lpl Financial LLC. Over the course of their career, Sarson has held roles at Financial Network, Nfp Securities Inc, Kestra Financial Services, Inc and Lpl Financial LLC. Sarson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey. Lpl Financial LLC is a financial advisory business that has its headquarters in Washington, New Jersey. The investment advisory business has offices in 9,519 locations and a total of 23,035 financial advisors. It oversees $208 billion in total assets between its 892,326 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 1,956 charitable organizations. Of its 892,326 customer accounts, 28% are held by high-net-worth clients who have more than $1 million in investable assets. Lpl Financial LLC offers a diverse set of services, such as 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 fees are based on the financial services offered. Fee types charged by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

Disclosures

No

Office Location

151 W. Washington Ave
Washington, NJ 07882

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

NJ Average: 13
Total Number of Accounts

892,326

NJ Average: 661
Average Account Size

$232,867

NJ 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

Carole Sarson Work History

Carole has 10 years of experience.

2019 - Present (3 years)

Lpl Financial LLC

2016 - 2019 (3 years)

Kestra Financial Services, Inc

2011 - 2016 (5 years)

Nfp Securities Inc

2010 - 2011 (1 year)

Financial Network

Disclosures

Carole Sarson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Megan Soto
Lindenhurst, NY
Pablo Davila
San Diego, CA
Tyler Coe
Deland, FL
John Moon
Peoria, IL
Joseph Rivello
Rockville Centre, NY
Timothy Doering
Wenatchee, WA
Francisco Campos
San Diego, CA

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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