Boca Raton, FL 2600 N Military Trl Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,923

Across 10,511 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

2600 N Military Trl Ste 290

Boca Raton FL 33431

Advisors at this office

5

Advisors at this office

user avatar

Joseph M

Series 63, Series 65

Boca Raton, FL

LPL Financial

Joseph Mazzucco is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at JPMorgan Securities, Ameriprise, and Wells Fargo Clearing. 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 portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

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

Francisco B

Series 66

Boca Raton, FL

LPL Financial

Francisco Blanco is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and totaling 11 years of industry experience. His previous roles include positions at JPMorgan Chase Bank, JP Morgan Securities, Dale Carnegie Training, Northwestern Mutual, Merrill, and Bank of America. Blanco is also involved with Stonebrook Wealth Partners, a business related to his work at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and asset management options alongside various non-advisory financial services.

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

Eric M

Series 66

Boca Raton, FL

LPL Financial

Eric Mathurin is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Citigroup and JP Morgan Chase Bank. Outside of his advisory work, he is involved in mortgage lending through Mathurin Capital and provides tax preparation services via Mathurin Tax Prep. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

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

Alyssa S

Series 66

Boca Raton, FL

LPL Financial

Alyssa Saponare is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has previously worked at Rockefeller Financial LLC and UBS, as well as held various roles outside of the financial industry including positions at the University of North Carolina Wilmington, country clubs, and recreational organizations. 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 utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Joe V

Series 63, Series 66

Boca Raton, FL

LPL Financial

Joe Vidueira is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Investment Services LLC and Kestra Private Wealth Services, as well as Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. He is also an associate partner at Eagle Harbor Advisors, providing financial planning and investment/insurance services. 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, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

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