Vincent
Primavera

Lpl Financial LLC

CRD#5938637
Investment Advisor
in Mount Laurel, NJ

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About this Advisor

Vincent Primavera is a financial advisor who works in Mount Laurel, New Jersey. Primavera is currently employed by Lpl Financial LLC. Over the course of their career, they have held roles at Td Ameritrade, Edward Jones, Pnc Bank, Pnc Investments LLC, Scottrade, Principal Securities Inc, Principal Life Insurance Company and Lpl Financial LLC. Primavera holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey and Texas. Lpl Financial LLC is a registered investment company operating out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It oversees $368 billion in total assets across its 1,688,501 client 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 client accounts, 31% are held by high-net-worth clients who have at least $1 million in assets available to invest. Lpl Financial LLC offers a broad range 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. A financial advisor's fee schedules typically depend on which services the firm provides the client. However, fees charged by Lpl Financial LLC likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

1317 Route 73 N, Ste. 106
Mount Laurel, NJ 08054

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

NJ Average: 13
Total Number of Accounts

1,688,501

NJ Average: 661
Average Account Size

$217,956

NJ 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

Vincent Primavera Work History

Vincent has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Lpl Financial LLC

2016 - Present (8 years)

Principal Life Insurance Company

2016 - 2023 (7 years)

Principal Securities Inc

2015 - 2016 (1 year)

Scottrade

2014 - 2015 (1 year)

Pnc Bank

2014 - 2015 (1 year)

Pnc Investments LLC

2013 - 2014 (1 year)

Edward Jones

2012 - 2013 (1 year)

Td Ameritrade

*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 Vincent Primavera 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
Philip Matherly
Fort Mill, SC
Sarah Pais
Dallas, TX
Timothy Meyers
Wenatchee, WA
David Capitan
Hinsdale, IL
John Noone
Bedford, MA
Scott Stambaugh
Chico, CA
Richard Weiner
Fort Lauderdale, FL

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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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