Andrew
Hollingsworth

Lpl Financial LLC

CRD#4453218
Investment Advisor
in Long Beach, NY

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About this Advisor

Andrew Hollingsworth is a certified financial planner who works out of Long Beach, New York with 3 years of industry experience. Hollingsworth is an advisor for Lpl Financial LLC. During their career, the advisor has held roles at Clark, Hollingsworth & Betancourt, Inc, Royal Alliance Associates, Inc and Lpl Financial, LLC. Hollingsworth holds a Series 63 license, designating them as a securities broker, and is able to operate in New Jersey and New York. Lpl Financial LLC is a company headquartered in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 people on staff. It has $368 billion in assets under management between its 1,688,501 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a broad assortment 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. Fees charged by financial advisors vary depending on the type of financial services provided. Fee types charged by Lpl Financial LLC most likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 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

Office Location

1009 West Beech St Ste 1
Long Beach, NY 11561

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

NY Average: 13
Total Number of Accounts

1,688,501

NY Average: 661
Average Account Size

$217,956

NY 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

Andrew Hollingsworth Work History

Andrew has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial, LLC

2010 - 2020 (10 years)

Royal Alliance Associates, Inc

2007 - 2022 (15 years)

Clark, Hollingsworth & Betancourt, Inc

*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 Andrew Hollingsworth 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
John Gehlhaart
Waukesha, WI
Keith Clark
Corpus Christi, TX
Hyun Song
Vienna, VA
Tracy Marlin
Newport Beach, CA
Joseph Praino
Purchase, NY
Adam Chaney
Naperville, IL
Rebecca Chiccino
Charlestown, MA

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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