Los Angeles, CA S Barrington Ave Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
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
Based on LPL Financial
Location
2001 S Barrington Ave Ste 311
Los Angeles CA 90025
Advisors at this office
2
Advisors at this office
Anthony B
Series 63, Series 66
Los Angeles, CA
LPL Financial
Anthony Bloch is a financial advisor with LPL Financial in Los Angeles, CA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at LPL Financial since 2009, following two years at Associated Securities Corp. Bloch is involved in non-variable insurance, including health, dental, vision, long-term care, disability, life, and annuities. 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, with advice delivered primarily through investment adviser representatives using a variety of strategies and tools.
Robert G
CFP®, Series 63, Series 65
Los Angeles, CA
LPL Financial
Robert Greene is a Certified Financial Planner (CFP®) with 38 years of industry experience. He currently serves at LPL Financial, where he has worked since 2009, following prior roles at firms including Associated Planners Investment Advisory Inc., Tow Financial Advisors, and Raymond James Financial Services. Greene also acts in a fiduciary capacity for the Suzanne B Greene Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with advanced operational and research tools.
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