Nicole
Burdick
Lpl Financial LLC
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About this Advisor
Nicole Burdick is a financial advisor based out of Bellingham, Washington who has 2 years of relevant experience. Burdick is an employee of Lpl Financial LLC. Burdick has gained experience at Student, Hoppis Real Estate, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Doterra International, Simplified Spaces, Whatcom Women In Business, Peace Of Mind Services, Lydia Place, Nicole Burdick Music, Nicole Burdick, 2527 Superior St Rental, The Bellingham Team, Happy Renters LLC and Lpl Financial LLC. Burdick maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, New Mexico and Washington. Lpl Financial LLC is a business based out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 employees. It handles $368 billion in assets under management among its 1,688,501 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth clients who have more than $1 million in investable assets. Lpl Financial LLC performs a broad array 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 advisory services are based on which service is provided. Fees charged by Lpl Financial LLC can be comprised of any 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
Nicole Burdick Work History
Nicole has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Happy Renters LLC
2527 Superior St Rental
The Bellingham Team
Lydia Place
Nicole Burdick
Whatcom Women In Business
Peace Of Mind Services
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Doterra International
Nicole Burdick Music
Student
Hoppis Real Estate
Simplified Spaces
*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 Nicole Burdick 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
Purchase, NY
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
