Reno, NV 10765 Double R Blvd Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,823

Across 10,503 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

10765 Double R Blvd, Ste 202

Reno NV 89521

Advisors at this office

8

Advisors at this office

user avatar

Joseph R

Series 66

Reno, NV

LPL Financial

Joseph Riley is a Series 66-licensed financial advisor with LPL Financial, based in Reno, NV, and has five years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell and Reed Inc, Cintas, and TARGET. He is involved with a private business entity for tax and investment purposes alongside Rebekah Riley. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining large-scale advisory services with a broad range of non-advisory financial activities.

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

Jessica R

Series 63, Series 66

Reno, NV

LPL Financial

Jessica Rivera is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Wells Fargo. 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, supported by advanced operational and research tools.

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

Marc F

Series 66

Reno, NV

LPL Financial

Marc Fresia is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Planet Financial Advisory Group LLC and Waddell & Reed, Inc. Fresia also acts in a fiduciary capacity for the Fresia Trust. 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

James O

Series 66

Reno, NV

LPL Financial

James Olivero is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Waddell & Reed, and operated his own practice under James Lewis. Olivero also maintains a DBA for his LPL business, Washoe Wealth Advisors, in Reno, Nevada. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

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

Michael V

Series 63, Series 65

Reno, NV

LPL Financial

Michael Vilardi is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Washoe Wealth Advisors Inc., James Lewis, and Waddell & Reed, Inc. He is also involved with Le Shack Tahoe LLC, a real estate rental business. 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 financial planning and investment management services, including 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

Gregory R

Series 63, Series 66

Reno, NV

LPL Financial

Gregory Raleigh is a financial advisor with LPL Financial in Reno, NV, holding Series 63 and Series 66 licenses and having 14 years of industry experience. His prior roles include positions at Waddell & Reed, Washoe Wealth Advisors, and involvement with organizations such as the For Kids Foundation and the Rotary Club of Reno Central. 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 portfolio programs, 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

James L

Series 63, Series 66

Reno, NV

LPL Financial

James Lewis is a financial advisor at LPL Financial with 38 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Washoe Wealth Advisors Inc., Waddell & Reed, and Wells Fargo Clearing. Lewis has also maintained a non-variable insurance business on a limited basis. 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 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

Carol N

Series 66

Reno, NV

LPL Financial

Carol Nussbaumer is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and 16 years of industry experience. Her prior roles include work with Marc Fresia and Planet Financial Advisory Group LLC. She has also been involved with Literacy Volunteers for Children for a decade. 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 and access to various investment strategies through 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
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