Lpl Financial LLC
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About this Advisor
Courtney Fitzgerald is a financial advisor based out of Roseburg, Oregon with 4 years of industry experience. Fitzgerald currently works for Lpl Financial LLC. Throughout their career, they have worked at Roseburg High School, Java Run LLC, Bentley Financial Management and Lpl Financial. Fitzgerald has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Oregon. Lpl Financial LLC is an advisory firm that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 employees. It oversees $368 billion in assets between its 1,688,501 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth investors who have more than $1 million in assets available to invest. Lpl Financial LLC offers 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. Financial advisory fees largely are based on which services the firm provides the client. However, fees billed by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
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
Courtney Fitzgerald Work History
Courtney has been registered as a financial advisor for 4 years.*
Bentley Financial Management
Java Run LLC
Roseburg High School
*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.
Please visit the SEC profile of Courtney Fitzgerald 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
Arlington Heights, IL
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 email@example.com.
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