Lpl Financial LLC
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
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
Grant Raskin Work History
Grant has 11 years of experience.
Lpl Financial, LLC
Wealthcare Advisory Partners LLC (Dba: Mgr Wealth Management)
Private Advisor Group, LLC
Bank Of America, N.A
Grant Raskin has no disclosures.
Please visit their SEC profile for more details.
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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 email@example.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.
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