Christian
Garofalo

Lpl Financial LLC

CRD#4135869
Investment Advisor
in Beachwood, OH

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About this Advisor

Christian Garofalo is a financial advisor based out of Beachwood, Ohio with a total of 19 years of industry experience. Garofalo currently works for Lpl Financial LLC. Their career trajectory has included roles at Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.) and Tyler-Stone Wealth Management, LLC. Garofalo holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio and Texas. Lpl Financial LLC is a financial advisory company headquartered in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It controls $368 billion in total assets among its 1,688,501 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm 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 are based on the type of financial services. However, fee types charged by Lpl Financial LLC likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

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

Office Location

3601 Green Rd Ste 100
Beachwood, OH 44122

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

OH Average: 13
Total Number of Accounts

1,688,501

OH Average: 661
Average Account Size

$217,956

OH 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

Christian Garofalo Work History

Christian has been registered as a financial advisor for 19 years.*

2015 - Present (9 years)

Tyler-Stone Wealth Management, LLC

2004 - Present (20 years)

Lpl Financial, LLC (Formerly: Linsco/Private Ledger 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 Christian Garofalo 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
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

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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