Vancouver, WA W 15th St Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
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
Based on LPL Financial
Location
314 W 15th St Ste 100
Vancouver WA 98660
Advisors at this office
6
Advisors at this office
Walter W
Series 66
Vancouver, WA
LPL Financial
Walter Warren is a financial advisor with LPL Financial, holding a Series 66 credential and 24 years of industry experience. His career includes roles at Morgan Stanley DW Inc. and Financial Advocates Advisory Services. Based in Vancouver, WA, he operates Laurus Wealth Management as a DBA. 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 services including financial planning, model portfolios, and access to third-party asset managers, supported by technology tools for research and operations.
Philip H
Series 63, Series 66
Vancouver, WA
LPL Financial
Philip Hopkins is a financial advisor with LPL Financial in Vancouver, Washington, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with LPL Financial and its predecessor firm since 2007 and previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2007. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
David W
Series 66
Vancouver, WA
LPL Financial
David Woodson is a Series 66-licensed financial advisor with eight years of industry experience, currently serving clients at LPL Financial since 2021. His prior roles include positions at Cammack Larhette Brokerage Inc. and Ameriprise Financial Services, Inc. Woodson is involved with Woodson Wealth Management LLC and manages LWM Tax Services LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports its network of over 22,800 advisors with a broad range of advisory and brokerage services alongside a variety of affiliated financial products and partnerships.
Robert S
Series 66
Vancouver, WA
LPL Financial
Robert Stewart is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at CUSO Financial Services, Columbia Credit Union, and Cetera Investment Services. Stewart is also involved with RLS Investments, LLC, a non-investment business entity used for tax purposes. 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 financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.
Gregory E
Series 63, Series 65
Vancouver, WA
LPL Financial
Gregory Estell is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. in various advisory roles. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.
Michael B
CFP®, ChFC®, Series 63, Series 65
Vancouver, WA
LPL Financial
Michael Burgoyne is a CFP® and ChFC® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2003. Prior to joining LPL, he worked at Veravest Investment Advisors, Inc. from 1998 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, third-party asset management, and institutional platforms, with advice delivered primarily by its network of investment adviser representatives using a range of investment strategies.
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