Fresno, CA 2440 W. Shaw Avenue Office

Team
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LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,761

Across 10,460 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves individuals (including high‑net‑worth and non‑HNW clients), retirement plans and plan participants, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives (IARs). The firm offers financial planning, a variety of advisory programs (wrap, model and TAMP offerings), retirement plan consulting, 529 account management, and brokerage services, with program descriptions and client agreements provided through the IARs.

The firm provides both discretionary and non‑discretionary management across its programs and makes available model portfolios and research from LPL Research, third‑party subadvisors, and TAMP sponsors; LPL Research describes strategic (three‑ to five‑year) and tactical model approaches and supports diversified and alternative strategies. LPL also offers overlay portfolio management, direct indexing options, the Bank Wealth Program for institutional clients, and participant advice programs (IPA/OPA), and discloses use of technologies such as machine learning along with broad risk disclosures for many security types.

Compared with many peers, LPL’s brochure documents a substantial scope of non‑advisory product activity—an affiliated insurance agency (LPLIA) and continued insurance product sales by IARs, a collateralized lending program including LPL’s Secured Credit Account, and a credit‑card offering through a partner bank—alongside its advisory businesses. The brochure also discloses that LPL advertises performance results but does not present hypothetical performance, and it includes a summary of recent regulatory enforcement matters and remedial undertakings.

Based on LPL Financial

Expertise

College savings (529s, UTMA, etc.)

Based on LPL Financial

Location

2440 W. Shaw Avenue Suite 101

Fresno CA 93711

Advisors at this office

5

Advisors at this office

user avatar

Albert L

Series 63, Series 65

Fresno, CA

LPL Financial

Albert Linker Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Advisory Services, and his own firm, Linker Financial Group, Inc. He is also the owner of Healthcare Resource Services, LLC, a business unrelated to investment advisory services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management, incorporating both discretionary and non-discretionary strategies.

College savings (529s, UTMA, etc.)
user avatar

Gregory G

Series 63, Series 65

Fresno, CA

LPL Financial

Gregory Geis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Cetera Advisors LLC, First Allied Advisory Services, and Raymond James Financial Services Advisors Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and various investment strategies.

College savings (529s, UTMA, etc.)
user avatar

Kyle B

Series 65, Series 63

Fresno, CA

LPL Financial

Kyle Baker is a financial advisor with LPL Financial in Fresno, CA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining LPL Financial in 2026, he worked at NYLIFE Securities LLC and New York Life from 2024 to 2026, and he spent four years at Lyons Magnus before entering the financial services industry. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
user avatar

Claudia V

Series 63, Series 66

Fresno, CA

LPL Financial

Claudia Vazquez Geis is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. She has 21 years of industry experience and has previously worked with firms including Raymond James Financial, First Allied Advisory Services, and Cetera Advisors. She is also involved in selling non-variable insurance to friends and family. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

Brandon L

Series 63, Series 65

Fresno, CA

LPL Financial

Brandon Linker is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Cetera Advisors LLC and First Allied Advisory Services. He also operates Linker Financial Group, an independent business related to his advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and nonprofit organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from both internal and third-party sources.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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