LPL Financial
The Registered Client Service Associate provides administrative and operational support to a Financial Advisor or advisory team, helping maintain the practice and deliver positive client outcomes. The role supports client interactions, documentation, account setup and maintenance, and uses firm digital tools to assist clients and advisors. It contributes to timely service by coordinating with internal teams and occasionally assisting with trade execution.
Headquarters
San Diego, California, United States
Company Size
5001-10000 employees
Founded
1989
A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for LPL Financial.
Find an LPL Financial Advisor
Dec 10, 2025
Registered Client Service Associate
Raymond James
Registered Client Associate
Raymond James
Sr. Registered Client Service Associate-Knoxville, TN
Raymond James
Senior Registered Client Service Associate (Hallandale Beach, FL)
Raymond James
Registered Client Associate
D.A. Davidson
Financial Planner
J2T Recruiting