Las Vegas, NV 7477 W Lake Mead 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

7477 W Lake Mead Blvd Ste 170

Las Vegas NV 89128

Advisors at this office

8

Advisors at this office

user avatar

George P

Series 66

Las Vegas, NV

LPL Financial

George Pierce is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at LPL Financial since 2016 and was previously with Merrill from 2013 to 2016. Pierce also operates Pierce Wealth Management as an extension of his LPL business. 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 access to third-party asset managers, supported by 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

Charlton S

ChFC®, Series 63, Series 65

Las Vegas, NV

LPL Financial

Charlton Simons is a financial advisor at LPL Financial with 38 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Sagepoint Financial, The Ameriflex Group, Silver State Schools Credit Union, and operating Simons Tax Service for over three decades. 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 wide range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with extensive research and operational tools.

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

Christopher C

Series 63, Series 65

Las Vegas, NV

LPL Financial

Christopher Coyer is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Net Law Inc, WealthWave, Transamerica Financial Advisors, and Niagara University. 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 tools and a broad non-advisory financial services network.

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

Timothy C

Series 66

Las Vegas, NV

LPL Financial

Timothy Chauser is a Series 66-licensed financial advisor with 44 years of industry experience. He is currently with LPL Financial and has previously worked at Cetera Wealth Services, LLC and Chauser & Company, Inc. in Las Vegas, NV. 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, supported by 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

William P

Series 63, Series 65

Las Vegas, NV

LPL Financial

William Pierce is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at UBS Financial Services and Merrill. 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, third-party asset management, and institutional platforms, supporting advisors through advanced research and operational tools.

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

James A

Series 63, Series 65

Las Vegas, NV

LPL Financial

James Atkins is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with LPL Financial since 2004, following a decade at MSI Financial Services, Inc. Atkins also operates a non-variable insurance business under Atkins Financial Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions, offering a range of financial planning, portfolio management, and institutional platforms.

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

Ilana A

Series 66

Las Vegas, NV

LPL Financial

Ilana Atkins is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 credential and five years of industry experience. Before joining LPL Financial, she worked as a freelance musician and with theatrical productions, and she also provides piano lessons outside her advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a range of financial planning and investment management services delivered through a large network of advisors.

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

Jose B

Series 63, Series 65

Las Vegas, NV

LPL Financial

Jose Bonilla is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior work includes positions at Transamerica Financial Advisors, WealthWave, and Netlaw. He also holds a Nevada notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of professionals, utilizing both proprietary and third-party investment strategies across various platforms.

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