Derek
Podolak
Lpl Financial LLC
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About this Advisor
Derek Podolak is a financial advisor working in Canonsburg, Pennsylvania with 6 years of relevant experience. Podolak is an advisor for Lpl Financial LLC. During their career, Podolak has held roles at Lpl Financial, LLC, Citizens Bank and Citizens Investment Services Corp. Podolak holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania and Texas. Lpl Financial LLC is a business that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 people on staff. It handles $368 billion in assets between its 1,688,501 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Lpl Financial LLC provides a diverse array 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. A financial advisor's fees are based on the services. Fees billed by Lpl Financial LLC likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Derek Podolak Work History
Derek has been registered as a financial advisor for 6 years.*
Lpl Financial, LLC
Citizens Bank
Citizens Investment Services Corp
*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.
Disclosures
Please visit the SEC profile of Derek Podolak 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
Worcester, MA
The Villages, FL
Aptos, CA
Naples, FL
Torrance, CA
Ann Arbor, MI
Corpus Christi, TX
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 profile-compliance@smartasset.com.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
