Lpl Financial LLC
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About this Advisor
Terrell Pickett is a financial advisor based in West Valley City, Utah, with 2 years of industry experience. Pickett is an employee of Lpl Financial LLC. Throughout their career, Pickett has worked at Wells Fargo Bank, N.A, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Mountain America Credit Union and Lpl Financial LLC. Pickett holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Utah. Lpl Financial LLC is a financial advisory business that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 people on staff. It has $368 billion in assets under management across its 1,688,501 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Lpl Financial LLC provides a diverse array 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. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fees billed by Lpl Financial LLC likely consist of some 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
Terrell Pickett Work History
Terrell has been registered as a financial advisor for 2 years.*
Mountain America Credit Union
Lpl Financial LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank, N.A
*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 Terrell Pickett 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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