John
Osorio

Lpl Financial LLC

CRD#2005394
Investment Advisor
in New York, NY
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About this Advisor

John Osorio is a certified financial planner in New York, New York. Currently a registered financial advisor with Lpl Financial LLC, Osorio has 19 years of practice as a registered investment advisor. Osorio maintains a Series 63 license, qualifying them as a securities broker. Osorio can act as an advisor in California, Massachusetts, New Jersey, North Carolina, Texas, Connecticut and Utah. Throughout their career, Osorio has worked at Lpl Financial LLC, Fsc Securities Corp and Invest Financial Corp. Lpl Financial LLC is headquartered in New York, New York, and has 8,011 locations across the United States. As a company, Lpl Financial LLC manages $153 billion in assets throughout 680,466 client accounts and employs more than 22,703 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Lpl Financial LLC can provide 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

19 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

Disclosures

Yes

Office Location

295 Madison Ave Ste 915
New York, NY 10017

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

NY Average: $16,012,751,954
Total Number of Employees

22,703

NY Average: 118
Total Number of Accounts

680,466

NY Average: 4,567
Average Account Size

$224,156

NY Average: $3,506,186

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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
  • Other

John Osorio Work History

John has 19 years of experience.

2018 - Present (1 years)

Lpl Financial LLC

2012 - 2018 (6 years)

Invest Financial Corp

1999 - 2012 (13 years)

Fsc Securities Corp

Disclosures

John Osorio has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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