LPL Financial
42yrs
Top advisor by experience in Niagara Falls
17yrs
Jessica Marie Sullivan
Financial advisor at LPL Financial
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 54% of advisors in Niagara Falls
Office6928 Williams Road, Niagara Falls, NY 14304
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- Jul 2025 – nowLPL Financial LLCCurrent firm
- 2021 – 2025Cadaret, Grant & CO., Inc.Previously
Questions to ask Jessica
Tailored to Jessica’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jessica
How do I contact Jessica?
Call LPL Financial at 704-733-3300 and ask for Jessica Marie Sullivan. Jessica works from the Niagara Falls, NY office.
How long has Jessica been a financial advisor?
Jessica has been in the industry since 2010, about 17 years. More experience than 54% of advisors in Niagara Falls.
What licenses does Jessica hold?
Series 63. Tap any license on this page to see what it allows.
Is Jessica a fiduciary?
Jessica is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jessica paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jessica for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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