Pieter B Lamley
Investment adviser representative at LPL Financial LLC
6 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
6 years in the industry.
- LPL Financial, LLCFeb 2022 to now
- UnemployedDec 2021 to Feb 2022
- Bank of America, N.A.Sep 2021 to Dec 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Dec 2021
- Sunrun Inc.Feb 2021 to Mar 2021
- UnemployedJan 2021 to Jun 2021
- Nottingham InsuranceOct 2019 to Mar 2021
- Mcgriff Insurance / Bb&tJun 2018 to Nov 2019
- Keller Williams Real Estate - NewtownApr 2018 to May 2021
- UnemployedJan 2018 to Apr 2018
- Dynamic Energy Inc.Nov 2017 to Jan 2018
- Community Energy Inc.Nov 2016 to Nov 2017
- UnemployedOct 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7411624
- Firm CRD
- 6413