LPL Financial

Wealth Management Firm in Gloucester County, NJ

Firm Info
Address: 38 Cooper St, Woodbury, NJ 08096, USA
Phone: (856) 848-6022

Firm Size
Assets Under Management: $269 billion
# of Advisors: 16,527
# of Clients: 1.1 million
Client to Advisor Ratio: 64:1
Average Account Size: $254,931
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Sovereign Wealth Funds & Foreign Official Institutions
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions

Get Connected with a Financial Advisor

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Lpl Financial LLC Overview

KINETIC FINANCIAL is a registered investment advisory firm that has been operating since 2020. Based out of Los Angeles, the firm serves as a fee-only financial advisor. KINETIC FINANCIAL specializes in providing investment advice to individuals and small businesses. At KINETIC FINANCIAL, the firm offers a wide range of services tailored towards helping clients with their financial needs. One of the key services offered by the firm is financial planning, which includes a comprehensive analysis of clients' finances to determine the best investment strategies to help them achieve their long-term financial goals. Another service provided is portfolio management, where the firm manages investments and assets on behalf of clients to maximize returns. KINETIC FINANCIAL prides itself in its selection of other advisors, whom they recommend to clients looking for specialized areas of expertise. Additionally, the firm offers educational seminars and workshops meant to provide clients with valuable financial insights to help them make informed decisions. With its focus solely on investment advice, KINETIC FINANCIAL remains a trusted option for clients looking to make secure and profitable investment decisions.

LPL Financial LLC is a financial advisory firm that offers an array of services to various types of clients. The firm caters to individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, state or municipal government entities, sovereign wealth funds, and other corporation types not listed. LPL Financial LLC also welcomes other types of clients who seek assistance in managing their finances. This diverse clientele shows the firm's flexibility and expertise in handling various financial situations. When it comes to fee structures, LPL Financial LLC offers different options. The fees depend on the type of service provided. Clients can choose to pay LPL Financial LLC a percentage of their assets under management (AUM). Alternatively, they can choose an hourly fee structure where they pay for the amount of time spent on consultations or financial planning. Fixed fees are also available for specific services, and clients have the option to pay commissions for transactions executed on their behalf. The availability of various fee structures allows clients to select a payment method that best fits their financial goals and needs. LPL Financial LLC understands that each client has different requirements and goals in mind, and therefore offers these options to cater to diverse financial situations.

Typical Clients, Fee Structures & Investment Minimum

According to LPL Financial LLC's Part 2 Brochure, there is an investment minimum required for opening an account with the firm, although the specific amount is not mentioned. The brochure states that "the account opening minimum varies depending on the type of account, the type of investment, and other factors," indicating that the investment minimum may be different for each client and investment option. Therefore, individuals interested in opening an account with LPL Financial LLC should contact the firm directly to inquire about the specific investment minimum for their desired investment.

How This Office Can Help Gloucester County, NJ Residents

As a financial advisor at Edward Jones, Sean von Manowski assists clients in Englewood, CO in various financial situations. For instance, Englewood residents may face retirement planning challenges, including how to optimize their existing retirement accounts and other investments to meet their retirement goals. As a financial advisor, Sean can help them develop customized retirement strategies and provide guidance on risk management to ensure their investments are aligned with their long-term objectives. Additionally, Sean can help Englewood residents dealing with complex estate planning issues, such as establishing wills, trusts, and power of attorney documents. With his expertise, Sean can walk clients through various estate planning options and assist in drafting documents tailored to their individual needs and circumstances. Overall, his goal is to provide personalized financial advice to help his clients achieve their short- and long-term financial objectives and build a more secure future.

To view the Minimum Investment and Fee Schedule for Lpl Financial LLC, visit their Part 2 Brochure.

Services Offered by Lpl Financial LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Lpl Financial LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Commissions
Unavailable
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 38 Cooper St, Woodbury, NJ 08096, USA
Phone (856) 848-6022
Directions
Google My Business Reviews:
1 Star

Other Office Locations

Firm Headquarters
Firm headquarters location 1055 LPL WAY, FORT MILL, SC 29715, United States

This firm has no other locations.

State Registrations

Lpl Financial LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Lpl Financial LLC does not have any disclosures. Please visit it's Form ADV for more details.