Unclaimed property directory
Lpl Financial Corporation Unclaimed Property
Browse possible unclaimed-property accounts associated with Lpl Financial Corporation, ordered by reported dollar amount. Verify any possible match through the official state program.
- Accounts
- 4,141
- Total reported
- $10,604,442
- Largest account
- $1,853,354.88
Distribution of shown amounts
Dollar ranges for the 100 records shown below, not all accounts in this group.
Accounts sorted by reported amount
Showing up to 100 records for this group, highest reported amount first.
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Team, Nation
Investment Fund III 100 Spectrum Center Drive Suite 900, Irvine, CA, 92618
Held by Lpl Financial Corporation
Underlying shares or outstanding certificates
$1,853,354.88
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Leclerc, Michael
3637 Snell Avenue #38, San Jose, CA, 95136
Held by Lpl Financial Corporation
Traditional IRA - Securities
$311,596.38
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Ptc
25015 Foxtail Court, Newhall, CA, 91381
Held by Lpl Financial Corporation
Co-owner on this record: Lopez, Salvador J
Traditional IRA - Securities
$205,562.88
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Lopez, Salvador J
25015 Foxtail Court, Newhall, CA, 91381
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Securities
$205,562.88
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Ficklin, Cleolen
2010 West Avenue K, Lancaster, CA, 93536
Held by Lpl Financial Corporation
Traditional IRA - Securities
$163,652.29
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Rosenthal, Robert E
PO Box 850, Lake Forest, CA, 92609
Held by Lpl Financial Corporation
Credit balances
$112,649.13
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Alspektor, Alice M
4885 Creekside Drive, Shingle Spgs, CA, 95682
Held by Lpl Financial Corporation
Shares of stock (Returned by po)
$101,280.49
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Ptc
1080 Massachusetts Avenue, Riverside, CA, 92507
Held by Lpl Financial Corporation
Co-owner on this record: Patch, John
Traditional IRA - Mutual funds
$88,806.65
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Patch, John
1080 Massachusetts Avenue, Riverside, CA, 92507
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Mutual funds
$88,806.65
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Littman, Zoe
4648 La Mirada Avenue 43927, Los Angeles, CA, 90029
Held by Lpl Financial Corporation
Credit balances
$86,025.16
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Ptc
PO Box 215, Venice, CA, 90294
Held by Lpl Financial Corporation
Co-owner on this record: Williamson, Nancy
Traditional IRA - Mutual funds
$77,903.81
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Williamson, Nancy
PO Box 215, Venice, CA, 90294
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Mutual funds
$77,903.81
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Ptc
889 Brookgrove Lane, Cupertino, CA, 95014
Held by Lpl Financial Corporation
Co-owner on this record: Verrier, Patricia U
Traditional IRA - Securities
$76,488.92
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Verrier, Patricia U
889 Brookgrove Lane, Cupertino, CA, 95014
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Securities
$76,488.92
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Weathers, David
C O Lpl Compliance Escheatment 4707 Executive Drive, San Diego, CA, 92121
Held by Lpl Financial Corporation
Mutual fund shares
$59,501.38
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Ptc
1874 Laurel Road, Oceanside, CA, 92054
Held by Lpl Financial Corporation
Co-owner on this record: Taylor, Thomas
Traditional IRA - Cash
$58,154.74
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Taylor, Thomas
1874 Laurel Road, Oceanside, CA, 92054
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Cash
$58,154.74
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Ptc
PO Box 770189, Eagle River, AK, 99577-0189
Held by Lpl Financial Corporation
Co-owner on this record: Williams, Barbara
Traditional IRA - Mutual funds · Reported 2021
$57,480.87
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Williams, Barbara
PO Box 770189, Eagle River, AK, 99577-0189
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Mutual funds · Reported 2021
$57,480.87
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Gyimoty, Brenda C
22353 Birdseye Drive, Diamond Bar, CA, 91765
Held by Lpl Financial Corporation
Traditional IRA - Securities
$55,215.70
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Ptc
889 Brookgrove Lane, Cupertino, CA, 95014
Held by Lpl Financial Corporation
Co-owner on this record: Verrier, Patricia U
Traditional IRA - Securities
$54,042.44
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Verrier, Patricia U
889 Brookgrove Lane, Cupertino, CA, 95014
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Securities
$54,042.44
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Taylor, Margaret J
Unit 2-23 Hammond Road Claremont Wa Australia, 00000
Held by Lpl Financial Corporation
Credit balances
$53,222.87
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King, Robert W
1861 North Lilac, Rialto, CA, 92376
Held by Lpl Financial Corporation
Mutual fund shares
$52,051.87
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Gomez, Salvacion M
10311 Parise Drive, Whittier, CA, 90604
Held by Lpl Financial Corporation
Traditional IRA - Cash
$51,651.60
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Shenker, Ttee Neil R
C O Lpl Compliance Escheatment 4707 Executive Drive, San Diego, CA, 92121
Held by Lpl Financial Corporation
Credit balances
$50,465.98
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Yamagata, Iris M
PO Box 127, Reedley, CA, 93654
Held by Lpl Financial Corporation
Mutual fund shares
$46,984.35
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Ptc
PO Box 21081, El Sobrante, CA, 94820
Held by Lpl Financial Corporation
Co-owner on this record: Linhart, Orfa
Roth IRA - Mutual funds
$46,018.67
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Linhart, Orfa
PO Box 21081, El Sobrante, CA, 94820
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Roth IRA - Mutual funds
$46,018.67
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Moeller, Daniel A
One Tiburon Court, Manhattan Beach, CA, 90266
Held by Lpl Financial Corporation
Traditional IRA - Cash
$45,526.07
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Ptc
3228 Belle River Drive, Hacienda Heights, CA, 91745
Held by Lpl Financial Corporation
Co-owner on this record: Matthews, Michael L
Traditional IRA - Mutual funds
$43,536.25
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Matthews, Michael L
3228 Belle River Drive, Hacienda Heights, CA, 91745
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Mutual funds
$43,536.25
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Gyimoty, Brenda C
22353 Birdseye Drive, Diamond Bar, CA, 91765
Held by Lpl Financial Corporation
Traditional IRA - Cash
$43,050.30
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Ptc
PO Box 770189, Eagle River, AK, 99577-0189
Held by Lpl Financial Corporation
Co-owner on this record: Williams, Barbara
Traditional IRA - Cash · Reported 2021
$39,805.56
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Williams, Barbara
PO Box 770189, Eagle River, AK, 99577-0189
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Cash · Reported 2021
$39,805.56
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Ptc
12001 Bambi Place, Granada Hills, CA, 91344
Held by Lpl Financial Corporation
Co-owner on this record: Soave, Edward A
Mutual fund shares
$39,507.11
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Soave, Edward A
12001 Bambi Place, Granada Hills, CA, 91344
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Mutual fund shares
$39,507.11
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Griswell, Nancy L
34 Donegal Way, Martinez, CA, 94553
Held by Lpl Financial Corporation
Roth IRA - Cash
$38,203.02
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Wager, Donna
Donna Wager 732 Seacliff Court, Rodeo, CA, 94572
Held by Lpl Financial Corporation
Traditional IRA - Securities
$36,000.00
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Ford, Ilse E
223 West Norwich Avenue, Clovis, CA, 93612
Held by Lpl Financial Corporation
Traditional IRA - Cash
$35,807.79
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Ferguson, Carol M
C/o Lpl Compliance/escheatment 4707 Executive Drive, San Diego, CA, 92121
Held by Lpl Financial Corporation
Traditional IRA - Cash
$34,703.49
- View possible match →
Ptc
PO Box 215, Venice, CA, 90294
Held by Lpl Financial Corporation
Co-owner on this record: Williamson, Nancy
Traditional IRA - Mutual funds
$34,527.39
- View possible match →
Williamson, Nancy
PO Box 215, Venice, CA, 90294
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Mutual funds
$34,527.39
- View possible match →
Gyimoty, Brenda C
22353 Birdseye Drive, Diamond Bar, CA, 91765
Held by Lpl Financial Corporation
Traditional IRA - Securities
$32,951.27
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Ptc
2230 Josie Avenue, Long Beach, CA, 90815
Held by Lpl Financial Corporation
Co-owners on this record: Quintana, Margaret, Quintana, Thomas
Mutual fund shares
$32,290.40
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Quintana, Margaret
2230 Josie Avenue, Long Beach, CA, 90815
Held by Lpl Financial Corporation
Co-owners on this record: Ptc, Quintana, Thomas
Mutual fund shares
$32,290.40
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Quintana, Thomas
2230 Josie Avenue, Long Beach, CA, 90815
Held by Lpl Financial Corporation
Co-owners on this record: Ptc, Quintana, Margaret
Mutual fund shares
$32,290.40
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Amos, Emma Sue S
5085 Quinn Drive Apt 8106, Vacaville, CA, 95688
Held by Lpl Financial Corporation
Mutual fund shares
$32,219.22
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Piscitelli, Nataline
12246 Ranch House Road, San Diego, CA, 92128
Held by Lpl Financial Corporation
Traditional IRA - Securities
$31,820.10
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Baird, Adriane M.
7800 South Butterfly Road, Beloit, WI, 53511
Held by Lpl Financial Corporation
Co-owner on this record: McFall, Rodney L.
Stock or bond liquidation/redemption funds · Reported 2021
$31,441.10
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McFall, Rodney L.
7800 South Butterfly Road, Beloit, WI, 53511
Held by Lpl Financial Corporation
Co-owner on this record: Baird, Adriane M.
Stock or bond liquidation/redemption funds · Reported 2021
$31,441.10
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Ptc
PO Box 751, Willow, AK, 99688
Held by Lpl Financial Corporation
Co-owner on this record: Van, Wallinga Linda
Traditional IRA - Cash · Reported 2020
$31,374.64
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Van, Wallinga Linda
PO Box 751, Willow, AK, 99688
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Cash · Reported 2020
$31,374.64
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Shenker, Ttee Neil R
C O Lpl Compliance Escheatment 4707 Executive Drive, San Diego, CA, 92121
Held by Lpl Financial Corporation
Mutual fund shares
$31,264.77
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Edwards, Marilyn
3100 Clinton Avenue, Richmond, CA, 94804
Held by Lpl Financial Corporation
Mutual fund shares
$30,750.87
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Ptc
28035 Sarabande Lane Unit 136, Canyon Cntry, CA, 91387
Held by Lpl Financial Corporation
Co-owner on this record: Bowman, Ralph A
Traditional IRA - Securities
$30,321.62
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Bowman, Ralph A
28035 Sarabande Lane Unit 136, Canyon Cntry, CA, 91387
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Securities
$30,321.62
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Bonacci, III Donald N
2141 Vallejo Apt A, Los Angeles, CA, 90031
Held by Lpl Financial Corporation
Credit balances
$29,740.63
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Wise, Nest
4707 Executive Drive, San Diego, CA, 92121
Held by Lpl Financial Corporation
Commissions
$29,579.95
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Scriven, Reta Joyce
P.o Box 166, Big Oak Flat, CA, 95305
Held by Lpl Financial Corporation
Mutual fund shares
$29,487.58
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Dimapilis, Iluminada
Iluminada Dimapilis 222 1 2 South Westlake Avenue, Los Angeles, CA, 90057
Held by Lpl Financial Corporation
Traditional IRA - Mutual funds
$28,873.61
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Ptc
PO Box 770189, Eagle River, AK, 99577-0189
Held by Lpl Financial Corporation
Co-owner on this record: Williams, Barbara
Traditional IRA - Mutual funds · Reported 2021
$27,061.67
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Williams, Barbara
PO Box 770189, Eagle River, AK, 99577-0189
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Mutual funds · Reported 2021
$27,061.67
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Ptc
4145 West Avenue J4, Lancaster, CA, 93586
Held by Lpl Financial Corporation
Co-owner on this record: Alford, Gregory R
Traditional IRA - Securities
$27,030.35
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Alford, Gregory R
4145 West Avenue J4, Lancaster, CA, 93586
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Securities
$27,030.35
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Ptc
PO Box 770189, Eagle River, AK, 99577-0189
Held by Lpl Financial Corporation
Co-owner on this record: Williams, Barbara
Traditional IRA - Mutual funds · Reported 2021
$26,517.68
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Williams, Barbara
PO Box 770189, Eagle River, AK, 99577-0189
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Mutual funds · Reported 2021
$26,517.68
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Ptc
951 East Banyan Street, Ontario, CA, 91761
Held by Lpl Financial Corporation
Co-owner on this record: Berroteran, Jack
Traditional IRA - Cash
$26,456.08
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Berroteran, Jack
951 East Banyan Street, Ontario, CA, 91761
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Cash
$26,456.08
- View possible match →
Ptc
42301 Moraga Road, Temecula, CA, 92591
Held by Lpl Financial Corporation
Co-owner on this record: Carriere, Jerome G
Roth IRA - Mutual funds
$26,341.50
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Carriere, Jerome G
42301 Moraga Road, Temecula, CA, 92591
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Roth IRA - Mutual funds
$26,341.50
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Scirica, Sandra
180 Pelican Loop, Pittsburg, CA, 94565
Held by Lpl Financial Corporation
Credit balances
$26,069.66
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White, Gerald T
P O Box 390780, Anza, CA, 92539
Held by Lpl Financial Corporation
Shares of stock (Returned by po)
$25,574.72
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Martinsen, Margaret
C O Lpl Compliance Escheatment 9785 Towne Centre Drive, San Diego, CA, 92121
Held by Lpl Financial Corporation
Mutual fund shares
$24,816.45
- View possible match →
Guillermo, Lina T
4396 Bayberry Court, San Diego, CA, 92154
Held by Lpl Financial Corporation
Traditional IRA - Mutual funds
$24,540.56
- View possible match →
Wormley, Ronald B.
PO Box 60112, Palo Alto, CA, 94306
Held by Lpl Financial Corporation
Mutual fund shares
$24,453.19
- View possible match →
Honscneiderweg
D 42699, Sulingen Germany, CA, 00000
Held by Lpl Financial Corporation
Shares of stock (Returned by po)
$24,452.57
- View possible match →
Clancy, Maureen J
80 Partickhill Road Flat 2 Street John'S Crt Glassgow G115nb Scotland, 00000
Held by Lpl Financial Corporation
Shares of stock (Returned by po)
$23,881.28
- View possible match →
Clancy, Maureen J
80 Partickhill Road Flat 2 Street John'S Crt Glassgow G115nb Scotland, 00000
Held by Lpl Financial Corporation
Credit balances
$23,093.80
- View possible match →
Kakac, Jean
N5599 Switzke Road, Johnson Creek, WI, 53038
Held by Lpl Financial Corporation
Stock or bond liquidation/redemption funds · Reported 2023
$23,065.56
- View possible match →
Dimapilis, Iluminada
Iluminada Dimapilis 222 1 2 South Westlake Avenue, Los Angeles, CA, 90057
Held by Lpl Financial Corporation
Traditional IRA - Cash
$22,959.05
- View possible match →
Ptc
2101 Hermosa Court, Lompoc, CA, 93436
Held by Lpl Financial Corporation
Co-owner on this record: Henderson, Carol S
Traditional IRA - Mutual funds
$22,779.07
- View possible match →
Henderson, Carol S
2101 Hermosa Court, Lompoc, CA, 93436
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Mutual funds
$22,779.07
- View possible match →
Farrell, Phyllis M
1181 Evcalyptus Street, Vista, CA, 92081
Held by Lpl Financial Corporation
Credit balances
$22,352.05
- View possible match →
Fick, Lynda D
679 South State College Boulevard #d Individual(k) Qrp Lynda Doi Fick Ttee - FBO Lynd, Fullerton, CA, 92831
Held by Lpl Financial Corporation
Traditional IRA - Cash
$22,243.00
- View possible match →
R, R Features
C O Lpl Compliance Escheatment 4707 Executive Drive, San Diego, CA, 92121
Held by Lpl Financial Corporation
Underlying shares or outstanding certificates
$21,955.63
- View possible match →
Sulenski, Joseph
48 Malta Drive, San Francisco, CA, 94131
Held by Lpl Financial Corporation
Traditional IRA - Mutual funds
$21,921.35
- View possible match →
Tri-Valley, Community Foundatio
5674 Stoneridge Drive Suite 20, Pleasanton, CA, 94588
Held by Lpl Financial Corporation
Mutual fund shares
$21,817.08
- View possible match →
Guillermo, Lina T
4396 Bayberry Court, San Diego, CA, 92154
Held by Lpl Financial Corporation
Traditional IRA - Mutual funds
$21,785.97
- View possible match →
Ptc
5254 Highland View Avenue, Los Angeles, CA, 90041
Held by Lpl Financial Corporation
Co-owner on this record: Duff, Patricia A
Roth IRA - Cash
$21,677.06
- View possible match →
Duff, Patricia A
5254 Highland View Avenue, Los Angeles, CA, 90041
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Roth IRA - Cash
$21,677.06
- View possible match →
Doggett, Gloria
14343 Addison Street Apt 315, Sherman Oaks, CA, 91423
Held by Lpl Financial Corporation
Credit balances
$21,247.05
- View possible match →
It Solutions Inc.
785 E2 Oak Grove Road, Concord, CA, 94518
Held by Lpl Financial Corporation
Credit balances
$21,146.68
- View possible match →
Ptc
4145 West Avenue J4, Lancaster, CA, 93586
Held by Lpl Financial Corporation
Co-owner on this record: Alford, Gregory R
Traditional IRA - Securities
$21,000.05
- View possible match →
Alford, Gregory R
4145 West Avenue J4, Lancaster, CA, 93586
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Securities
$21,000.05
- View possible match →
Ptc
889 Brookgrove Lane, Cupertino, CA, 95014
Held by Lpl Financial Corporation
Co-owner on this record: Verrier, Patricia U
Traditional IRA - Securities
$20,920.61
- View possible match →
Verrier, Patricia U
889 Brookgrove Lane, Cupertino, CA, 95014
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Securities
$20,920.61
- View possible match →
Ptc
22320 Claibourne Lane, Santa Clarita, CA, 91350
Held by Lpl Financial Corporation
Co-owner on this record: Mills, Marlon Dirk
Traditional IRA - Mutual funds
$20,450.12
- View possible match →
Mills, Marlon Dirk
22320 Claibourne Lane, Santa Clarita, CA, 91350
Held by Lpl Financial Corporation
Co-owner on this record: Ptc
Traditional IRA - Mutual funds
$20,450.12
- View possible match →
Krause, Charles G
425 Fairgate Road, Sacramento, CA, 95825
Held by Lpl Financial Corporation
Traditional IRA - Cash
$20,155.82