Lpl Financial LLC
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About this Advisor
Gerard Nizich is a certified financial planner operating out of Islandia, New York who has 2 years of relevant experience. Nizich is currently employed by Lpl Financial LLC. Throughout their career, Nizich has worked at Purshe Kaplan Sterling Investments, Castle Financial Advisors, American Portfolios Financial Services, Inc and Lpl Financial LLC. Nizich holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in New York. Lpl Financial LLC is an advisory business operating out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in total assets across its 1,688,501 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a number 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 fee schedules largely are based on which services the firm provides the client. Fee types billed by Lpl Financial LLC likely include any 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
Gerard Nizich Work History
Gerard has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
American Portfolios Financial Services, Inc
Purshe Kaplan Sterling Investments
Castle Financial Advisors
*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 Gerard Nizich 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
The Villages, FL
Newport Beach, CA
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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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.