Olga
Espiritu

Lpl Financial LLC

CRD#5310820
Investment Advisor
in New York, NY
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About this Advisor

Olga Espiritu is a certified financial planner operating out of New York, New York, with 11 years of professional experience. Espiritu is currently employed by Lpl Financial LLC. Over the course of their career, they have held roles at Lpl Financial LLC, Foresters Financial, Foresters Advisory Services, LLC and Espiritu Legacy Corp. Espiritu holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Lpl Financial LLC is a business headquartered in New York, New York. The firm has offices in 8,011 locations and a total of 22,703 advisors. It has $153 billion in assets under management among its 680,466 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 899 charitable organizations. Of its 680,466 accounts, 23% are associated with high-net-worth investors who have greater than $1 million in assets. Lpl Financial LLC offers a number 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. Fees for financial management depend on which services the firm provides the client. Fee types billed by Lpl Financial LLC can consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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

No

Office Location

85 Broad St, 27Th Floor, 107
New York, NY 10004

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

NY Average: 118
Total Number of Accounts

786,525

NY Average: 4,567
Average Account Size

$202,281

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

Olga Espiritu Work History

Olga has 11 years of experience.

2018 - Present (1 years)

Lpl Financial LLC

2015 - 2018 (3 years)

Espiritu Legacy Corp

2012 - 2018 (6 years)

Foresters Advisory Services, LLC

2007 - 2018 (11 years)

Foresters Financial

Disclosures

Olga Espiritu has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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