Ernest
Escobar
Lpl Financial LLC
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About this Advisor
Ernest Escobar is a financial advisor who works in Mahwah, New Jersey who has 4 years of industry experience. Escobar works at Lpl Financial LLC. Over the course of their career, they have held roles at Hudson Valley Federal Credit Union, Lpl Finanical LLC, Jp Morgan Chase Bank, N.A, Jp Morgan Securities, LLC, E&P Productions, Lpl Financial LLC, Visions Federal Credit Union and Visions Analysis LLC. Escobar has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in New Jersey and Pennsylvania. Lpl Financial LLC is a financial advisory business that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 advisors. It controls $368 billion in assets among its 1,688,501 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Lpl Financial LLC has a number 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 fees depend on which service is provided. However, fees charged by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Ernest Escobar Work History
Ernest has been registered as a financial advisor for 4 years.*
Lpl Financial LLC
Visions Federal Credit Union
Visions Analysis LLC
Jp Morgan Chase Bank, N.A
Jp Morgan Securities, LLC
E&P Productions
Lpl Finanical LLC
Hudson Valley Federal Credit Union
*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 Ernest Escobar 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
Fort Mill, SC
Wenatchee, WA
Sarasota, FL
Fort Lauderdale, FL
Fort Mill, SC
Miami, FL
Menomonee Falls, WI
Grayson, KY
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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