Fort Lauderdale, FL 1995 E Oakland Park Blvd Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,817

Across 10,462 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

1995 E Oakland Park Blvd Ste 105

Fort Lauderdale FL 33306

Advisors at this office

4

Advisors at this office

user avatar

Kevin K

Series 63, Series 65

Fort Lauderdale, FL

LPL Financial

Kevin Kelleher is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kelleher is the sole owner of Saibhreas Management Group, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and retirement advice services, combining advisory platforms with extensive non-advisory financial activities.

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

Jean Pierre F

Series 63, Series 66

Fort Lauderdale, FL

LPL Financial

Jean Pierre Fernandez is a financial advisor with LPL Financial in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC, and Wells Fargo Clearing and Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, institutions, and banks. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies, supported by advanced operational tools.

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

William G

Series 63, Series 65, Series 66

Ft Lauderdale, FL

LPL Financial

William Grimes Jr. is a financial advisor at LPL Financial with 32 years of experience in the industry. He holds Series 63, 65, and 66 designations and previously worked at Citigroup Global Markets for 14 years. Outside of his advisory role, he is president and CEO of Boston Billy's Sports Memorabilia, an online business. 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 a network of over 22,800 advisors.

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

Andrew K

Series 63

Fort Lauderdale, FL

LPL Financial

Andrew Kolowich is a financial advisor with LPL Financial in Fort Lauderdale, FL, holding a Series 63 designation and 28 years of industry experience. His prior roles include positions at Invest Financial Corporation and MSI Financial Services, Inc. He also has an investment-related business activity under Sunstone Wealth Management that operates as a DBA for his LPL business. 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 investment management services, including access to third-party asset managers and institutional platforms, supported by research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
View complete list of advisors at this office
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