Lpl Financial LLC
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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Craig Lewelling Work History
Craig has 11 years of experience.
Lpl Financial, LLC
Sagepoint Financial, Inc
Sagepoint Financial, Inc
Craig Lewelling has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Providence Forge, VA
Des Plaines, IL
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.