Craig
Lewelling

Lpl Financial LLC

CRD#2402982
Investment Advisor
in Portland, OR

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About this Advisor

Craig Lewelling is a financial advisor who works out of Portland, Oregon, who has been in the financial industry for 11 years. Lewelling is an advisor for Lpl Financial LLC. Over the course of their career, they have held roles at Sagepoint Financial, Inc and Lpl Financial, LLC. Lewelling maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to work in Oregon, Texas and Washington. Lpl Financial LLC is a registered investment business based in Portland, Oregon. The company has offices in 9,519 locations and a total of 23,035 employees. It handles $208 billion in total assets across its 892,326 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 1,956 charitable organizations. Of its 892,326 accounts, 28% are held by high-net-worth clients 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. Financial management fees typically are based on which service is offered. However, fee types charged by Lpl Financial LLC can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 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

Disclosures

No

Office Location

12909 Sw 68Th Pkwy Ste 140
Portland, OR 97223-8320

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

OR Average: 13
Total Number of Accounts

892,326

OR Average: 661
Average Account Size

$232,867

OR Average: $977,396

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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
  • Other

Craig Lewelling Work History

Craig has 11 years of experience.

2020 - Present (1 year)

Lpl Financial, LLC

2009 - 2020 (11 years)

Sagepoint Financial, Inc

2009 - 2020 (11 years)

Sagepoint Financial, Inc

Disclosures

Craig Lewelling has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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.

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