Irshad
Bannister
Lpl Financial LLC
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About this Advisor
Irshad Bannister is a financial advisor working in Toledo, Ohio, with a total of 3 years of relevant experience. Bannister is currently employed by Lpl Financial LLC. Throughout their career, Bannister has worked at Wfg, T.A. Moore & Company, Ohio High School Athletic Association, Debtmerica, LLC, Transamerica Financial Advisors, Inc, Washington Local Schools, Debt Tech Financial Solutions, Fellowship Of Christian Athletes, J & Shad LLC and Lpl Financial, LLC. Bannister holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Ohio. Lpl Financial LLC is a firm based in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in total assets across its 1,688,501 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth individuals who have more than $1 million in investable 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 charged by financial advisors largely are based on which services are offered. However, fees charged by Lpl Financial LLC most likely consist of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Irshad Bannister Work History
Irshad has been registered as a financial advisor for 3 years.*
Lpl Financial, LLC
J & Shad LLC
Fellowship Of Christian Athletes
Debt Tech Financial Solutions
Transamerica Financial Advisors, Inc
Washington Local Schools
Debtmerica, LLC
T.A. Moore & Company
Ohio High School Athletic Association
Wfg
*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 Irshad Bannister 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
Fort Mill, SC
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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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