Hollywood, FL 4000 Hollywood Blvd. 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

4000 Hollywood Blvd. Ste 630 N

Hollywood FL 33021

Advisors at this office

11

Advisors at this office

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Taylor J

CFA®, Series 66

Hollywood, FL

LPL Financial

Taylor Jeziorski is a financial advisor with LPL Financial in Hollywood, FL, holding the CFA® designation and Series 66 license, with two years of industry experience. He previously worked at JPMorgan Chase for nine years and is also associated with FDR Financial Group Inc. Jeziorski maintains involvement with FDR Financial Group Inc. alongside his role at LPL Financial. 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 wide range of advisory and brokerage services.

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

Series 66

Hollywood, FL

LPL Financial

Eric Mathes is a Series 66-licensed financial advisor with LPL Financial, bringing 23 years of industry experience. His prior firms include Kestra Financial Services and the FDR Financial Group, where he has maintained a longstanding affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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

Series 65, Series 66

Hollywood, FL

LPL Financial

Jeremy Schinder is a financial advisor with LPL Financial in Hollywood, FL, holding Series 65 and Series 66 licenses and 16 years of industry experience. He has worked at LPL Financial since 2020 and previously served at Kestra Financial Services, Inc. and GSK Wealth Advisors, Inc. He also maintains an active attorney license in West Palm Beach, FL. 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 and access to various portfolio programs, with an emphasis on both discretionary and non-discretionary investment management.

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

Series 63, Series 65

Hollywood, FL

LPL Financial

Marc Tescher is an advisor with LPL Financial based in Hollywood, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his financial advisory role, he had a long career as an optometrist and continues to co-own an optometry practice as well as a separate business, The Pickle Docs LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through various advisory and brokerage services, offering a wide range of investment strategies and operational support tools.

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

Series 66

Hollywood, FL

LPL Financial

David Tescher is a financial advisor with LPL Financial in Hollywood, FL, holding a Series 66 credential and four years of industry experience. His prior work includes roles at Syracuse University, Related Group, EventBank, and Kaufman Organization. Outside of his advisory work, he is involved with New Era Coconuts, LLC. 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 portfolios, and institutional platforms, supported by technology tools for operational and research support.

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

ChFC®, Series 63

Hollywood, FL

LPL Financial

Jeffrey Solodkin is a financial advisor with LPL Financial in Hollywood, FL, holding the ChFC® designation and a Series 63 license. He has 43 years of industry experience, including prior roles at Kestra Financial Services and his own firm, FDR Group, Inc. He is also a licensed agent in life and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with various investment strategies, technology tools, and affiliated financial services.

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

Series 63, Series 65

Hollywood, FL

LPL Financial

Justin Raines is a financial advisor with LPL Financial in Hollywood, FL, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Wealthvest and ProEquities, Inc. He is also licensed to sell fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including access to 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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Jeffrey B

CFP®, Series 63, Series 65

Hollywood, FL

LPL Financial

Jeffrey Blaze is a CFP® with 30 years of industry experience, currently affiliated with LPL Financial. He has held positions at Kestra Financial Services, FDR Financial Group, Ameriprise Advisor Services, Wells Fargo Clearing, and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advisory solutions that incorporate LPL Research models, 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
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Brian S

Series 63, Series 65

Hollywood, FL

LPL Financial

Brian Stone is a financial advisor with LPL Financial in Hollywood, FL, holding Series 63 and Series 65 designations and having 26 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he serves as a director of Stone Trading Company, a privately held oil exploration and drilling company based in Sarasota, FL. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary account management and employing advanced operational tools.

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

CFP®, Series 66

Hollywood, FL

LPL Financial

Jason Solodkin is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. His prior roles include positions at Kestra Financial Services, Inc. and Kestra Investment Services, LLC. He is also licensed to sell various non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies 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
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Mayrely F

Series 66

Hollywood, FL

LPL Financial

Mayrely Fernandez is a Series 66 licensed financial advisor with 12 years of industry experience. She has been with LPL Financial since 2020, previously working at Kestra Financial Services and Kestra Investment Services. Outside of her advisor role, she is employed with Dade Family Counseling, operating under Families In Action. 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 platforms.

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