Lpl Financial LLC
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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
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
Donald Speakman Work History
Donald has 15 years of experience.
Lpl Financial LLC
National Planning Corporation
Main Street Securities, LLC
Main Street Advisors, LLC
Donald Speakman has disclosures.
Please visit their SEC profile for more details.