Lpl Financial LLC
CRD#2000381
Investment Advisor
in Alexandria, VA
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About this Advisor
Maureen Obrien is a financial advisor based in Alexandria, Virginia, working with Lpl Financial LLC. Maureen has previously held a position at Lpl Financial LLC. Maureen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in the District of Columbia, Texas, and Virginia.Currently, Maureen is part of Lpl Financial LLC, which operates out of Alexandria, Virginia. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services.The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Series 63, Series 65
Services Offered
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other
Fee Structure
Percentage of Assets, Hourly Charges, Fixed Fees, Commissions
Office Location
Alexandria, VA
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Lpl Financial LLC Brokerage Details
Total Assets Under Management
$463,475,486,343
VA Average: $646,059,043
Total Number of Employees
35,841
VA Average: 13
Total Number of Accounts
1,910,545
VA Average: 661
Average Account Size
$242,588
VA Average: $977,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Maureen Obrien Work History
2007 - Present (18 years)
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Maureen Obrien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Eric Matthews
Fort Mill, SC
Nicole Wilson
Glen Arm, MD
Meghan Clancy
Hollywood, FL
Kyle Hurt
San Diego, CA
Dominic Poshedley
Strongsville, OH
Tyler Zavala
Peoria, AZ
David Wiley
La Jolla, CA
Christopher Claude
Altamonte Springs, FL
Learn more about Lpl Financial LLC
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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