Lpl Financial LLC
About this Advisor
Jody Delvechio is a financial advisor who works out of Hickory, North Carolina, who has been in the advisory business for 10 years. Delvechio is an advisor for Lpl Financial LLC. They have been employed by Lpl Financial Llc for their whole career. Delvechio holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to operate in North Carolina. Lpl Financial LLC is a registered investment firm that has its headquarters in Hickory, North Carolina. The company has offices in 9,519 locations and a total of 23,035 people on staff. It administers $208 billion in total assets among its 892,326 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 1,956 charitable organizations. Of its 892,326 customer accounts, 28% are held by high-net-worth clients who have at least $1 million in investable assets. Lpl Financial LLC provides a diverse set of services, such as 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 charged by financial advisors are based on the type of financial services provided. Fees charged by Lpl Financial LLC can consist of any blend of 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
Jody Delvechio Work History
Jody has 10 years of experience.
Lpl Financial LLC
Jody Delvechio has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Providence Forge, VA
Des Plaines, IL
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.