Sean
Leonard

Lpl Financial LLC

CRD#7459664
Investment Advisor
in Hurst, TX

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About this Advisor

Sean Leonard is a financial advisor based in Hurst, Texas who has 1 year of relevant experience. Leonard is an employee of Lpl Financial LLC. Their career trajectory has included roles at Lpl Financial, LLC, Rent-A-Center and Radioshack Corporation. Leonard holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Lpl Financial LLC is an advisory business headquartered in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 people on staff. It administers $368 billion in assets under management across its 1,688,501 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm offers a number 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 vary depending on which services the firm provides the client. Fees charged by Lpl Financial LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

860 Airport Freeway, Ste. 601
Hurst, TX 76054

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

TX Average: 13
Total Number of Accounts

1,688,501

TX Average: 661
Average Account Size

$217,956

TX Average: $977,396

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

Sean Leonard Work History

Sean has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Lpl Financial, LLC

2015 - 2019 (4 years)

Rent-A-Center

2004 - 2015 (11 years)

Radioshack Corporation

*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.

Disclosures

Please visit the SEC profile of Sean Leonard 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

Eric Matthews
Fort Mill, SC
John Gehlhaart
Waukesha, WI
Kevin Harvey
Chico, CA
Diane Winner
Ann Arbor, MI
Joseph Praino
Purchase, NY
Rebecca Chiccino
Charlestown, MA
Daniel Mehan
Chico, CA
Keith Clark
Corpus Christi, TX

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 profile-compliance@smartasset.com.

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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.

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