Lpl Financial LLC
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About this Advisor
Alice Weir is a financial advisor operating in Plattsburgh, New York, with a total of 2 years of relevant experience. Weir works at Lpl Financial LLC. Their career trajectory has included roles at Morgan Stanley, Nbt-Mang Insurance Agency, Lpl Financial, LLC and Nbt Financial Services. Weir maintains a Series 63 license, certifying them as a securities agent, and can work in New York. Lpl Financial LLC is a firm based in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It has $368 billion in assets under management across its 1,688,501 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 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 investable assets. Lpl Financial LLC performs 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 advisory fees depend on which services are provided. Fee types charged by Lpl Financial LLC may include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
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
Alice Weir Work History
Alice has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Nbt Financial Services
Nbt-Mang Insurance Agency
*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.
Please visit the SEC profile of Alice Weir 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
Salt Lake City, UT
Fort Mill, SC
Fort Mill, SC
Menomonee Falls, WI
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 email@example.com.
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