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Liam Christopher Sweet

Investment adviser representative at LPL Financial LLC
9 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

9 years in the industry.

  1. LPL Financial LLCOct 2025 to now
  2. Clark ConstructionJul 2025 to Oct 2025
  3. The Laundry BossJun 2024 to Sep 2024
  4. AlkuJan 2024 to May 2024
  5. Holy Spirit Catholic ChurchMay 2023 to Jan 2025
  6. The Home DepotSep 2022 to Dec 2022
  7. The Home DepotMay 2022 to Aug 2022
  8. James Madison UniversitySep 2021 to May 2025
  9. Flynn and O'haraJun 2019 to Aug 2019
  10. Bishop O'connell High SchoolAug 2018 to Jul 2021
  11. Wtw Woodson High SchoolSep 2017 to Jun 2018
  12. Frost Middle SchoolFeb 2016 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (MD).

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
8174112
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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