Suzanne
Sweeney
Lpl Financial LLC
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About this Advisor
Suzanne Sweeney is a financial advisor based in Westerville, Ohio, working with Lpl Financial LLC. Suzanne has previously held positions at The Huntington Investment Company, Lpl Financial, Keller Williams Excel, Re/Max Impact, Her Inc The Raines Group, Lincoln Financial Advisors Corporation, Vorisek Financial, Fsc Securities Corp, and Jpmorgan Securities LLC. Suzanne has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Suzanne is part of Lpl Financial LLC, which operates out of Westerville, Ohio. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Suzanne Sweeney Work History
Lpl Financial
The Huntington Investment Company
Jpmorgan Securities LLC
Lincoln Financial Advisors Corporation
Vorisek Financial
Fsc Securities Corp
Her Inc The Raines Group
Keller Williams Excel
Re/Max Impact
Disclosures
Please visit the SEC profile of Suzanne Sweeney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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