Broadway Wealth Management of LPL Financial
Financial Services • 
Contra Costa Centre, California, United States • 1-10 Employees
Company overview
| Headquarters | 1255 Treat Boulevard, Suite 100, Walnut Creek, California 94597, US |
| Phone number | +15109037695 |
| Websites | |
| NAICS | 52 |
| Employees | 1-10 |
| Socials |
Key Contact at Broadway Wealth Management of LPL Financial
David Earl Spencer
Co-Owner, Vice President, Wealth Advisor
Broadway Wealth Management of LPL Financial Email Formats
Broadway Wealth Management of LPL Financial uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@lplfinancial.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@lplfinancial.com | 66.7% |
{first initial}.{last name} | j.doe@lplfinancial.com | 33.3% |
About Broadway Wealth Management of LPL Financial
The financial advisors at Broadway Wealth Management are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC (https://www.sipc.org/). The financial professionals associated with Broadway Wealth Management of LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Broadway Wealth Management of LPL Financial revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Broadway Wealth Management of LPL Financial has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Broadway Wealth Management of LPL Financial has never raised funding before.
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