Lpl Financial LLC
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About this Advisor
Adam Hartzell is a financial advisor based in Pottstown, Pennsylvania who has 8 years of industry experience. Hartzell is an advisor for Lpl Financial LLC. Over the course of their career, they have held roles at Cuso Financial Services, Lp, Lpl Financial LLC, Diamond Credit Union and Pfg Advisors, LLC. Hartzell has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania and Texas. Lpl Financial LLC is a financial advisory firm that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It manages $368 billion in assets among its 1,688,501 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth clients who have more than $1 million in assets. The business performs a broad array 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 usually vary depending on which services the firm provides the client. However, fee types charged by Lpl Financial LLC likely are comprised of some blend of 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
Adam Hartzell Work History
Adam has been registered as a financial advisor for 8 years.*
Lpl Financial LLC
Diamond Credit Union
Pfg Advisors, LLC
Cuso Financial Services, Lp
*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 Adam Hartzell 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
Ann Arbor, MI
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 firstname.lastname@example.org.
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