Donald
Speakman

Lpl Financial LLC

CRD#734750
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Donald Speakman is a certified financial planner and chartered financial consultant in Pittsburgh, Pennsylvania. Currently a registered advisor with Lpl Financial LLC, they have accumulated 15 years of professional experience in the financial advisory industry. Speakman holds Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Speakman can advise customers based out of Pennsylvania. The advisor has gained experience at Main Street Securities, LLC, Main Street Advisors, LLC, National Planning Corporation and Lpl Financial LLC. Lpl Financial LLC is headquartered in Pittsburgh, Pennsylvania, and operates out of 8,011 other offices in the country. As a company, Lpl Financial LLC oversees $153 billion in assets dispersed across 680,466 client accounts and employs more than 22,703 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 655,827 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Lpl Financial LLC offers 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

15 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

Yes

Office Location

Penn Center West Two Ste 325
Pittsburgh, PA 15276

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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 Speakman Work History

Donald has 15 years of experience.

2017 - Present (2 years)

Lpl Financial LLC

2009 - 2017 (8 years)

National Planning Corporation

2003 - 2009 (6 years)

Main Street Securities, LLC

2003 - 2009 (6 years)

Main Street Advisors, LLC

Disclosures

Donald Speakman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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