Portland, OR SE Sandy Blvd Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,761

Across 10,460 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

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

Expertise

College savings (529s, UTMA, etc.)

Based on LPL Financial

Location

975 SE Sandy Blvd Ste 210

Portland OR 97214-2296

Advisors at this office

5

Advisors at this office

user avatar

Kari S

Series 63, Series 66

Portland, OR

LPL Financial

Kari Skedsvold is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2022, she worked at Ameriprise Financial Services, Inc. for 17 years. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
user avatar

Judy R

CFP®, Series 63

Portland, OR

LPL Financial

Judy Rubino is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with LPL Financial since 2022. She previously worked at Ameriprise Financial Services, Inc. starting in 2005. Rubino operates under two DBAs related to her LPL business in Portland, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, third-party research, and various investment strategies.

College savings (529s, UTMA, etc.)
user avatar

Mercedes N

CFP®, Series 66

Portland, OR

LPL Financial

Mercedes Napoli is a financial advisor at LPL Financial with six years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2022, she worked at Ameriprise from 2017 to 2022 and was involved with L'Arche Portland from 2016 to 2017. 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, including financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to diverse model portfolios and research.

College savings (529s, UTMA, etc.)
user avatar

Devin M

Series 66

Portland, OR

LPL Financial

Devin Moran is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for ten years before joining LPL Financial in 2022. Moran is also a partner in Four Peaks Property Group, LLC, an investment-related business. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management strategies supported by research from multiple sources.

College savings (529s, UTMA, etc.)
user avatar

Kyle H

Series 66

Portland, OR

LPL Financial

Kyle Harris is a financial advisor at LPL Financial in Portland, OR, with two years of industry experience. He holds a Series 66 designation and has worked in both advisory and non-advisory roles, including employment as a barista at Black Rock Coffee Bar. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs and financial planning services with access to model portfolios, research, and a variety of investment strategies.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")