Lpl Financial LLC

Investment Advisor
in Conshohocken, PA

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About this Advisor

Tuan Le is a financial advisor based in Conshohocken, Pennsylvania, who has 10 years of professional experience. Le currently works for Lpl Financial LLC. Over the course of their career, they have held roles at Pnc Investments, Cuso Financial Services, Lp, Trumark Financial Credit Union and Lpl Financial, LLC. Le holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. Lpl Financial LLC is a registered investment company based in Conshohocken, Pennsylvania. The investment advisory business has offices in 9,898 locations and a total of 28,744 financial advisors. It has $404 billion in total assets between its 1,517,995 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 3,162 charitable organizations. Of its 1,517,995 customer accounts, 31% belong to high-net-worth clients who have more than $1 million in investable assets. Lpl Financial LLC performs a broad assortment of services, including 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 typically are based on which services are provided. Fee types charged by Lpl Financial LLC most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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



Office Location

1920 Butler Pike
Conshohocken, PA 19428

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Lpl Financial LLC Brokerage Details

Total Assets Under Management


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


PA Average: 13
Total Number of Accounts


PA Average: 661
Average Account Size


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

Tuan Le Work History

Tuan has 10 years of experience.

2016 - Present (6 years)

Lpl Financial, LLC

2013 - Present (9 years)

Trumark Financial Credit Union

2013 - 2016 (3 years)

Cuso Financial Services, Lp

2012 - 2013 (1 year)

Pnc Investments


Tuan Le has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Scott Korn
Newton Lower Falls, MA
James King
Lakewood, CA
Kevin Porter
Endicott, NY
Stephen Meuris
San Francisco, CA
Larry Walck
Birmingham, AL
Mark Durant
Golden, CO

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 profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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

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