Brooke Ellise Sorchy
Investment adviser representative at LPL Financial LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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.
- Mw Asset ManagementOct 2023 to now
- LPL Financial LLCAug 2021 to now
- Michelle Warner Real EstateJun 2020 to Jul 2021
- Einstein BagelsFeb 2019 to Mar 2020
- Rowe TechnologiesMay 2017 to Aug 2017
- SchoolAug 2004 to May 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7418039
- Firm CRD
- 6413