Grant
Raskin

Lpl Financial LLC

CRD#5103127
Investment Advisor
in Chalfont, PA

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About this Advisor

Grant Raskin is a financial advisor based in Chalfont, Pennsylvania, who has been in the advisory business for 11 years. Raskin is an advisor for Lpl Financial LLC. Raskin has gained experience at Bank Of America, N.A, Lpl Financial, LLC, Private Advisor Group, LLC and Wealthcare Advisory Partners LLC (Dba: Mgr Wealth Management). Raskin holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. Lpl Financial LLC is an advisory business headquartered in Chalfont, Pennsylvania. The investment advisory business has offices in 9,898 locations and a total of 28,744 advisors. It oversees $404 billion in total assets between its 1,517,995 accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 3,162 charitable organizations. Of its 1,517,995 customer accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has 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. Fees charged by financial advisors vary depending on which services are offered. However, fees billed by Lpl Financial LLC can consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

3425 Limekiln Pike Ste 3
Chalfont, PA 18914

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

PA Average: $646,059,043
Total Number of Employees

28,744

PA Average: 13
Total Number of Accounts

1,517,995

PA Average: 661
Average Account Size

$266,257

PA Average: $977,396

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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

Grant Raskin Work History

Grant has 11 years of experience.

2013 - Present (9 years)

Lpl Financial, LLC

2018 - 2020 (2 years)

Wealthcare Advisory Partners LLC (Dba: Mgr Wealth Management)

2014 - 2018 (4 years)

Private Advisor Group, LLC

2011 - 2013 (2 years)

Bank Of America, N.A

Disclosures

Grant Raskin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Paul Goeke
Saint Louis, MO
Jonathan Davis
Spokane, WA
Tyler Atkinson
Bellevue, WA
Anthony Velarde
Oxnard, CA
Anthony Rue
San Diego, CA
Bret Edensword
Seattle, WA
Ruthanna Goodman
Louisville, KY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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