Lpl Financial LLC
About this Advisor
John Osorio is a certified financial planner based out of New York, New York, with a total of 10 years of work experience. Osorio currently works for Lpl Financial LLC. The advisor has gained experience at Lpl Financial LLC and Invest Financial Corporation. Osorio holds a Series 63 license, designating them as a securities broker, and is able to work in California, Connecticut, Massachusetts, New Jersey, New York, North Carolina, Texas and Utah. Lpl Financial LLC is a company that has its headquarters in New York, New York. It has offices in 9,898 locations and a total of 28,744 people on staff. It oversees $404 billion in total assets between its 1,517,995 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 3,162 charities and foundations. Of its 1,517,995 customer accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Lpl Financial LLC performs a broad set 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 management fees typically depend on which services the firm provides the client. However, fees billed by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
John Osorio Work History
John has 10 years of experience.
Lpl Financial LLC
Invest Financial Corporation
John Osorio has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Fort Mill, SC
Lake Mary, FL
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact firstname.lastname@example.org.
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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.