Donald
Angel

Lpl Financial LLC

CRD#4229331
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Donald Angel is a certified financial planner operating out of Pittsburgh, Pennsylvania, who has 12 years of financial industry experience. Angel currently works for Lpl Financial LLC. They have spent their complete time as a financial advisor at Lpl Financial Llc. Angel maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to operate in Pennsylvania and Texas. Lpl Financial LLC is a business that has its headquarters in Pittsburgh, Pennsylvania. The company has offices in 8,011 locations and a total of 22,703 employees. It administers $153 billion in assets under management between its 680,466 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 899 charitable organizations. Of its 680,466 customer accounts, 23% belong to high-net-worth clients who have more than $1 million in investable assets. The company provides a number 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 management fees largely vary depending on the type of financial services. However, fee types billed by Lpl Financial LLC can consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 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

1910 Cochran Rd Ste 450
Pittsburgh, PA 15220

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

PA Average: $16,012,751,954
Total Number of Employees

22,790

PA Average: 118
Total Number of Accounts

786,525

PA Average: 4,567
Average Account Size

$202,281

PA Average: $3,506,186

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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

Donald Angel Work History

Donald has 12 years of experience.

2006 - Present (13 years)

Lpl Financial, LLC

Disclosures

Donald Angel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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