Samuel
Aldrich
Lpl Financial LLC
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About this Advisor
Samuel Aldrich is a financial advisor who works out of Seattle, Washington, who has 2 years of industry experience. Aldrich is an advisor for Lpl Financial LLC. Over the course of their career, Aldrich has held roles at Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Communities In Schools Of Whatcom County and Lpl Financial LLC. Aldrich maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Washington. Lpl Financial LLC is a financial advisory firm operating out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 advisors. It administers $368 billion in assets under management between its 1,688,501 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth investors who have more than $1 million in assets. Lpl Financial LLC offers a broad 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 typically are based on which services the firm provides the client. Fees billed by Lpl Financial LLC likely include 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
Samuel Aldrich Work History
Samuel has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Communities In Schools Of Whatcom County
Waddell & Reed Inc
Various Insurance Carriers For W&R Insurance Agencies
*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 Samuel Aldrich 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
Denver, CO
Westerville, OH
Rochester, NY
Buffalo, NY
Aptos, CA
Parker, CO
Ann Arbor, MI
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.
