Ellen L Dollard
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Ellen L Dollard? Claim your profile
Contact this firm
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
10 years in the industry.
- LPL Financial LLCApr 2026 to now
- Northfield BankApr 2026 to now
- Bank of America, N.A.Aug 2021 to Apr 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Apr 2026
- U.S. Census BureauAug 2020 to Oct 2020
- Raymond James Financial Services incJan 2018 to Jun 2021
- SniSep 2017 to Jan 2018
- Princeton Aerial PhotographyJun 2017 to Dec 2017
- UnemployedMay 2017 to Sep 2017
- ActivcoreMay 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6900017
- Firm CRD
- 6413