Amy
Roskelley

Lpl Financial LLC

CRD#2420279
Investment Advisor
in Draper, UT
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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

Series 63, Series 65, Series 66

Years of Experience

13 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

No

Office Location

12271 South 900 East
Draper, UT 84020

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

UT Average: $16,012,751,954
Total Number of Employees

22,790

UT Average: 118
Total Number of Accounts

786,525

UT Average: 4,567
Average Account Size

$202,281

UT 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

Amy Roskelley Work History

Amy has 13 years of experience.

2017 - Present (2 years)

Lpl Financial LLC

2017 - Present (2 years)

Zions Bancorporation

2017 - 2017 (< 1 year)

Morgan Stanley Services Group Inc

2015 - 2017 (2 years)

Morgan Stanley

2012 - 2014 (2 years)

Rbs Securities

2009 - 2012 (3 years)

Goldman, Sachs & Co

2005 - 2009 (4 years)

Forest Pharmaceuticals

Disclosures

Amy Roskelley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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