Samuel Phillip Vogelbacher
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- LPL Financial LLCJan 2026 to now
- Webster Investment BankJan 2026 to now
- Fidelity InvestmentsAug 2025 to Jan 2026
- Wells FargoMay 2022 to Jun 2025
- Associate StaffingJan 2022 to May 2022
- Prime Technical Services IncJul 2021 to Jan 2022
- Big Bend Basketball Officials AssociationAug 2019 to Apr 2020
- DoordashJan 2019 to Mar 2024
- UberAug 2018 to Aug 2025
- Florida State UniversityMay 2017 to Aug 2018
- ZebrawebJun 2016 to Jun 2025
- Blessed Trinity Catholic High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (GA, SC).
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
- 7527222
- Firm CRD
- 6413