Salt Lake City, UT 257 East 200 South 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
257 East 200 South Suite 750
Salt Lake City UT 84111
Advisors at this office
4
Advisors at this office
Gabe H
Series 66
Salt Lake City, UT
LPL Financial
Gabe Hamideh is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Royal Alliance Associates, Equitable Advisors, Farmers Insurance, and Vivint Smarthome. He is also involved with Hamideh Financial LLC, a non-variable insurance business. 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 advisers. The firm offers a range of financial planning and advisory programs alongside brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Taylor P
Series 66
Salt Lake City, UT
LPL Financial
Taylor Parkin is a financial advisor with LPL Financial in Salt Lake City, holding a Series 66 designation and 16 years of industry experience. He worked at Royal Alliance Associates from 2014 to 2022 before joining LPL Financial. Outside of advisory work, Parkin is also a licensed agent selling life, health, disability, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by internal and third-party research.
Brandon B
Series 66
Salt Lake City, UT
LPL Financial
Brandon Baltzell is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Royal Alliance Associates, Pennington & Company, and LaunchPoint Solutions. Baltzell also manages a non-variable insurance agency, Baltzell Financial LLC, through which he sells fixed annuities and health, life, and long-term care insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios and research to support diversified investment strategies.
Russell B
Series 63, Series 65
Salt Lake City, UT
LPL Financial
Russell Baird is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avantax Advisory Services and Avantax Insurance Agency. Baird also operates a CPA practice under Baird & Associates, CPAs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.
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