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LPL Financial Advisor — Form 5500 Service Provider Profile | Form 5500 Search
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LPL Financial Advisor
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
3,958
Total plan assets
$11.5M
Filings (rows)
1
Direct comp
$44K
Indirect comp
$0
Showing only "LPL FINANCIAL ADVISOR"
View all 50 variants aggregated →
LPL FINANCIAL
3,674
LPL FINANCIAL - RPCP
427
LPL FINANCIAL RPCP
419
LPL FINANCIAL -RPCP
74
LPL FINANCIAL - RP
29
LPL FINANCIAL RETIREMENT PARTNERS
11
LPL FINANCIAL SERVICES
11
SERVICES PROVIDED
Investment manager
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Everise Inc.
Everise Retirement Plan ·
all filings
PLANTATION, FL
Investment manager
3,958
$11.5M
$44K
$0
LPL FINANCIAL - SMS SERVICE PROVIDE
9
LPL FINANCIAL CORPORTATION
8
LPL FINANCIAL - RETIREMENT PARTNERS
7
LPL FINANCIAL GROUP
7
LPL FINANCIAL LCJ ASSOCIATES
7
LPL FINANCIAL RP
7
LPL FINANCIAL FBO STEVE BARRILLEAUX
5
LPL FINANCIAL LPL RELATED
4
LPL FINANCIAL-RPCP
4
LPL FINANCIAL HOLDINGS
3
LPL FINANCIAL-RETIREMENT
3
LPL FINANCIAL- ANDY LUBASH
3
LPL FINANCIALBCG PENSIONMARK
3
LPL FINANCIAL SMS PASSIVE
3
LPL FINANCIAL -PRCP
3
LPL FINANCIAL - CLIFFORD CADLE
3
LPL FINANCIAL SMS CORE
3
LPL FINANCIAL-SMS SERVICE PROVIDER
3
LPL FINANCIAL FBO MATT BYERS
2
LPL FINANCIAL -RCPC
2
LPL FINANCIAL- ERICK ARNDT
2
LPL FINANCIAL - RP FBO DAVID GILNER
2
LPL FINANCIAL SERVICE-SMS SERVICE P
2
LPL FINANCIAL FBO THOMAS LANAHAN
2
LPL FINANCIAL RP COMPENSATION PROCE
2
LPL FINANCIAL FBO RYAN HAGAN
2
LPL FINANCIAL 4
2
LPL FINANCIAL - IPA
2
LPL FINANCIAL - RPCE
2
LPL FINANCIAL FBO STEVE BARRILEAUX
1
LPL FINANCIAL; RP COMPENSATION
1
LPL FINANCIAL FBO M MUHAREB
1
LPL FINANCIAL LLP
1
LPL FINANCIAL - SMS SERVICEPROVIDER
1
LPL FINANCIAL FBO DAVE OWEN
1
LPL FINANCIAL -RPLP
1
LPL FINANCIAL FBO RICK MALOYAN
1
LPL FINANCIAL ADVISOR
1
LPL FINANCIAL LLCP-RPCP
1
LPL FINANCIAL- RPCP
1
LPL FINANCIAL RETIREMENT PARTNER
1
LPL FINANCIAL COPORATION
1
LPL FINANCIAL RP RPCP
1