Warren
Sanger

Lpl Financial LLC

CRD#2366239
Investment Advisor
in Port Washington, NY

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About this Advisor

Warren Sanger is a financial advisor working in Port Washington, New York who has 2 years of industry experience. Sanger is currently employed by Lpl Financial LLC. Their career trajectory has included roles at Lpl Financial LLC and Lincoln Financial Advisors Corp. Sanger maintains a Series 63 license, certifying them as a securities broker, and can work in New York. Lpl Financial LLC is a financial advisory firm operating out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It controls $368 billion in assets among its 1,688,501 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 accounts, 31% belong to high-net-worth clients who have at least $1 million in assets. The business performs 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 typically vary depending on the financial services offered. However, fee types billed by Lpl Financial LLC most likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

2 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

Office Location

31 Davis Road
Port Washington, NY 11050

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

NY Average: 13
Total Number of Accounts

1,688,501

NY Average: 661
Average Account Size

$217,956

NY Average: $977,396

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

Warren Sanger Work History

Warren has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2000 - 2021 (21 years)

Lincoln Financial Advisors Corp

*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 Warren Sanger 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

Eric Matthews
Fort Mill, SC
John Lawson
Jacksonville, FL
Gerald Debenedictis
Summit, NJ
Roy Sparkman
Burnet, TX
Paul Gross
Calabasas, CA
Michael Hodges
Fort Myers, FL
Theodore Thiro
Staten Island, NY
John Roney
Chico, CA

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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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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