Lpl Financial LLC
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About this Advisor
Alan Mooneyham is a certified financial planner who works out of Bluffton, South Carolina with 2 years of industry experience. Mooneyham works at Lpl Financial LLC. Their career trajectory has included roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Jackson National Life, Grace Coastal Church and Lpl Financial LLC. Mooneyham maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in South Carolina. Lpl Financial LLC is an advisory business that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It controls $368 billion in total assets among its 1,688,501 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm provides a broad set 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. A financial advisor's fee schedules typically depend on which services are offered. However, fees billed by Lpl Financial LLC likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
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
Alan Mooneyham Work History
Alan has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Grace Coastal Church
Jackson National Life
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Alan Mooneyham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Arlington Heights, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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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.