Lpl Financial LLC
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About this Advisor
Amy Roskelley is a financial advisor working out of Draper, Utah, with 13 years of work experience. Roskelley works at Lpl Financial LLC. Throughout their career, Roskelley has worked at Goldman, Sachs & Co, Forest Pharmaceuticals, Rbs Securities, Morgan Stanley, Lpl Financial LLC, Morgan Stanley Services Group Inc and Zions Bancorporation. Roskelley holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Utah. Lpl Financial LLC is a registered investment firm that has its headquarters in Draper, Utah. It has offices in 8,011 locations and a total of 22,703 employees. It manages $153 billion in assets across its 680,466 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 899 charities and foundations. Of its 680,466 customer accounts, 23% are associated with high-net-worth individuals who have at least $1 million in investable assets. Lpl Financial LLC provides 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 for financial advice largely vary depending on the type of financial services offered. However, fee types charged by Lpl Financial LLC likely are comprised 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
Amy Roskelley Work History
Amy has 13 years of experience.
Lpl Financial LLC
Morgan Stanley Services Group Inc
Goldman, Sachs & Co
Amy Roskelley has no disclosures.
Please visit their SEC profile for more details.