Dedrick L Adell
Investment adviser representative at LPL Financial LLC
22 yearsExperience
1 stateRegistered in
ChFC®Designation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- LPL Financial LLCMay 2026 to now
- Holistic Retirement PartnersMar 2020 to now
- Park Avenue SecuritiesMay 2022 to May 2026
- Guardian Life Insurance CompanyApr 2022 to May 2026
- Mass Mutual Life Insurance CompanySep 2021 to Apr 2022
- MML Investors Services LLCSep 2021 to Apr 2022
- Pruco Securities, LLCJul 2019 to Mar 2020
- The Prudential Insurance Company of AmericaJul 2019 to Mar 2020
- MML Investors Services, LLCJun 2017 to Jun 2019
- Massachusetts Mutual Life Insurance CompanyApr 2017 to Jun 2019
- New York Life Insurance CompanyMar 2014 to May 2017
- Nylife Securities LLCMar 2014 to May 2017
- Adell Financial Group, LLCSep 2004 to Mar 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4527847
- Firm CRD
- 6413