Palm Beach Gardens, FL Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,842

Across 10,470 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

Palm Beach Gardens FL

Advisors at this office

7

Advisors at this office

user avatar

Timothy L

Series 66, Series 7

Palm Beach Gardens, FL

LPL Financial

I’m Tim Lyons, a fourth generation Floridian and independent financial advisor in Palm Beach Gardens, FL. I’ve spent nearly 19 years helping families and small business owners plan with clarity. I started in real estate, moved into risk management, and ran my own insurance agency, where I worked with more than 200 small businesses and 400 families. From 2019 to 2024 I led a full service advisory practice at Edward Jones, then went independent and founded Lyons Resources. I listen first and build the plan before I recommend anything. I give every family the advice I’d give my own. I’m a husband, a father of four, and I mentor young adults.

Retirement income strategy Tax-loss harvesting Business sale tax planning Business ownership considerations Early retirement planning Retired Founder/Business Owner Self-Employed HENRY (High Earners, Not Rich Yet) Career Changers Approaching retirement Retired
user avatar

Jeffrey F

Series 63, Series 65

Palm Beach Gardens, FL

LPL Financial

Jeffrey Fitz is a financial advisor with LPL Financial based in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at firms such as Bank of America, Merrill Lynch, Raymond James, and Wells Fargo. He also operates Fitz Wealth Management, a separate advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, 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

Anthony C

Series 66

Palm Beach Gardens, FL

LPL Financial

Anthony Colombino is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding a Series 66 designation and four years of industry experience. He previously worked at UBS Financial Services and has ownership experience in a trucking 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 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
user avatar

Craig P

Series 63, Series 66

Palm Beach Gardens, FL

LPL Financial

Craig Piper is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at The Investment Center Inc and NPA Asset Management, LLC. He is also involved in independent fixed insurance sales, earning commissions from life, health, and fixed annuity products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party management access, and institutional platforms.

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

Andrew R

Series 66

Palm Beach Gardens, FL

LPL Financial

Andrew Raskin is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, Chase Investment Services, UBS Financial Services, and Ameriprise. 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 provides advisory and brokerage services through a large network of investment adviser representatives and offers 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

Dennis R

Series 63, Series 65

Palm Beach Gardens, FL

LPL Financial

Dennis Roodman is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and with 37 years of industry experience. He has been with LPL Financial since 2011 and also operates Integrated Financial Group and Dennis Roodman Insurance. His activities include fixed insurance sales covering life, health, long-term care, disability, and group insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a broad 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

Kenneth F

Series 63, Series 65

Palm Beach Gardents, FL

LPL Financial

Kenneth Fonteyn is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc., Morgan Stanley, and Robert Baird & Co. 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 and third-party asset management, supported by a large network of advisors and various technological and institutional resources.

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