Pittsburgh, PA Old Freeport Rd Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
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
Location
1330 Old Freeport Rd Ste 3 Br
Pittsburgh PA 15238
Advisors at this office
3
Advisors at this office
Sean K
Series 63, Series 65
Pittsburgh, PA
LPL Financial
Sean Knapp is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He previously worked at Harvest Financial Corporation for 36 years and has been involved with Fuhrer’s, Inc. since 1984. Outside of his advisory role, he operates Fuhrer’s Inc., which includes an insurance agency offering life, health, disability, long term care, and fixed annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, 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, combining both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.
Stephen F
ChFC®, Series 63
Pittsburgh, PA
LPL Financial
Stephen Fuhrer is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. Prior to joining LPL Financial in 2023, he spent 36 years at Harvest Financial Corporation. He is also the owner of Fuhrer’s Inc, an insurance agency he has operated since 1986. 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 advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.
Louis R
CFP®, Series 63, Series 65
Pittsburgh, PA
LPL Financial
Louis Rizzo is a financial advisor with LPL Financial in Pittsburgh, PA, holding the CFP® designation and Series 63 and Series 65 licenses. He has 36 years of industry experience and has been with LPL Financial since 2003. Outside of his advisory role, he is involved with a family business entity used for administrative purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutional entities. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
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