Bel Air, MD Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,842

Across 10,470 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.

Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.

What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.

Based on LPL Financial

Expertise

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Based on LPL Financial

Occupation focus

Retired Founder/Business Owner Executive

Based on LPL Financial

Location

Bel Air MD

Advisors at this office

5

Advisors at this office

user avatar

Adrian A

Series 63, Series 65

Bel Air, MD

LPL Financial

Adrian Albidress II is a financial advisor with LPL Financial in Bel Air, MD, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Nationwide Securities LLC and has been involved with the Albidress-Sanderson Agency, Inc. for over two decades. In addition to his advisory role, he provides tax preparation services and is an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a wide range of financial planning and investment management solutions, utilizing both discretionary and non-discretionary strategies supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Andrew F

Series 63, Series 66

Bel Air, MD

LPL Financial

Andrew Fletcher is a financial advisor with LPL Financial in Bel Air, MD, holding Series 63 and Series 66 credentials and 20 years of industry experience. Prior to joining LPL Financial in 2021, he worked at M&T Securities, Inc. and MSI Financial Services, Inc. from 2013 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Adrian A

CFP®, ChFC®, Series 63, Series 65

Bel Air, MD

LPL Financial

Adrian Albidress is a CFP® and ChFC® with 41 years of experience in the financial services industry. He has been with LPL Financial since 2017 and previously worked at various Nationwide entities from 1988 to 2017. Adrian also teaches at Harford Community College and Cecil Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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William T

Series 63, Series 65

Bel Air, MD

LPL Financial

William Thal III is a financial advisor with LPL Financial in Bel Air, MD, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked at LPL Financial since 2011 and was previously with Wells Fargo Clearing for nine years. Thal also operates a separate wealth management business under the name W. Thal Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services through a large network of advisors, utilizing various model portfolios and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Ryan S

Series 63, Series 65

Bel Air, MD

LPL Financial

Ryan Sapp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation, Morgan Stanley Dw Inc., and Legg Mason Wood Walker. Outside of his advisory work, he serves as a soccer referee in the Hartford/Baltimore County area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional programs.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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