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 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

Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

$404,176,194,148

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

28,744

NY Average: 13
Total Number of Accounts

1,517,995

NY Average: 661
Average Account Size

$266,257

NY Average: $977,396

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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 10 years of experience.

2018 - Present (4 years)

Lpl Financial LLC

2012 - 2018 (6 years)

Invest Financial Corporation

Disclosures

John Osorio has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Blaine Mcshall
Fort Mill, SC
Eric Barrett
Riverside, CA
Charles Baker
Sandy, UT
Pamela Pouncy
Elmore, AL
Leah Backus
Lake Mary, FL
David Nash
Whitefish, MT
Matthew Verstegen
Kimberly, WI

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 profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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