Lpl Financial LLC
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About this Advisor
Cynthia Kocher is a certified financial planner operating out of Seattle, Washington, who has been in the industry for 10 years. Kocher is currently employed by Lpl Financial LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Lpl Financial LLC. Kocher has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to work in Texas and Washington. Lpl Financial LLC is an advisory firm that has its headquarters in Seattle, Washington. The investment advisory business has offices in 8,011 locations and a total of 22,703 people on staff. It oversees $153 billion in assets between its 680,466 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 899 charitable organizations. Of its 680,466 accounts, 23% are associated with high-net-worth investors who have greater than $1 million in assets. The company offers a diverse set 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. A financial advisor's fee schedules largely vary depending on the type of services offered. Fees charged by Lpl Financial LLC most likely consist of some blend 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
Cynthia Kocher Work History
Cynthia has 10 years of experience.
Lpl Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Cynthia Kocher has no disclosures.
Please visit their SEC profile for more details.