Lpl Financial LLC
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About this Advisor
Sanjay Das is a certified financial planner in Seattle, Washington. Currently an investment advisor with Lpl Financial LLC, Das has 16 years of professional experience. Das holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Das can operate based out of Alaska, Arizona, California, Georgia, Illinois, Maine, Maryland, Michigan, Minnesota, North Carolina, Oregon, Texas, Virginia, Washington and Wyoming. Over the course of their career, they have held roles at National Planning Corporation and Lpl Financial LLC. Lpl Financial LLC is headquartered in Seattle, Washington, and operates out of 8,011 offices across the country. As a registered investment firm, Lpl Financial LLC manages $153 billion in assets throughout 680,466 accounts and employs more than 22,703 people. The level of assets currently under the firm's management makes it one of the largest firms in the United States. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Lpl Financial LLC offers 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. The firm's fees may include 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
Sanjay Das Work History
Sanjay has 16 years of experience.
Lpl Financial LLC
National Planning Corporation
Sanjay Das has no disclosures.
Please visit their SEC profile for more details.