Andrew
Pohlman
Lpl Financial LLC
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About this Advisor
Andrew Pohlman is a financial advisor working out of Bellingham, Washington with a total of 3 years of industry experience. Pohlman works at Lpl Financial LLC. Throughout their career, Pohlman has worked at Elliott Cove Capital Management, Bank Of The Pacific, Peoples Bank, Lpl Financial LLC, First Federal and Job Search. Pohlman has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Washington. Lpl Financial LLC is a registered investment business that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It manages $368 billion in assets between its 1,688,501 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are held by high-net-worth clients who have at least $1 million in assets available to invest. Lpl Financial LLC offers 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 charged by financial advisors usually vary depending on the financial services offered. Fees billed by Lpl Financial LLC likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Andrew Pohlman Work History
Andrew has been registered as a financial advisor for 3 years.*
First Federal
Lpl Financial LLC
Job Search
Lpl Financial LLC
Peoples Bank
Peoples Bank
Lpl Financial LLC
Bank Of The Pacific
Elliott Cove Capital Management
*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 Andrew Pohlman 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
Oldsmar, FL
Newport Beach, CA
Bridgeport, CT
Charlestown, MA
The Villages, FL
Chico, CA
Waukesha, WI
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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