Louis
Rizzo

Lpl Financial LLC

CRD#1980631
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Louis Rizzo is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently a registered advisor with Lpl Financial LLC, they have accumulated 15 years of professional experience in the financial advisory industry. Rizzo holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Rizzo can serve customers in Pennsylvania. Rizzo has worked their entire career at Lpl Financial LLC. Lpl Financial LLC is based out of Pittsburgh, Pennsylvania, and has 8,011 locations in the nation. In aggregate, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 client accounts and employs more than 22,703 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 23% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

1378 Freeport Road #3A
Pittsburgh, PA 15238

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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

Louis Rizzo Work History

Louis has 15 years of experience.

2003 - Present (16 years)

Lpl Financial, LLC

Disclosures

Louis Rizzo has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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