Jamie
Hanlon
Lpl Financial LLC
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About this Advisor
Jamie Hanlon is a financial advisor working out of Latham, New York, with 5 years of relevant experience. Hanlon is an employee of Lpl Financial LLC. Hanlon has gained experience at Centerplate (Saratoga Race Track), Rotterdam-Mohonasen Central School District, Edward Jones, Invest Financial Corporation and Lpl Financial LLC. Hanlon holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Colorado, Maryland, New Jersey, New York, Pennsylvania, Rhode Island and South Carolina. Lpl Financial LLC is a company that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 people on staff. It has $368 billion in assets among its 1,688,501 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth clients who have at least $1 million in assets. Lpl Financial LLC provides 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. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fees billed by Lpl Financial LLC likely include some combination 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$368,018,536,946
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
31,366
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,688,501
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$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
Jamie Hanlon Work History
Jamie has been registered as a financial advisor for 5 years.*
Lpl Financial LLC
Invest Financial Corporation
Edward Jones
Rotterdam-Mohonasen Central School District
Centerplate (Saratoga Race Track)
*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 Jamie Hanlon 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
Rochester, NY
Walnut Creek, CA
Charlestown, MA
Chico, CA
Waukesha, WI
Chico, CA
Bridgeport, CT
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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