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Crystal Lee Bowles

LPl Financial LLC

Birmingham, AL

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-03-11
  • AL RA
    APPROVED
    Since 2024-03-11

Branch Locations

246 Inverness Center Drive, Birmingham, AL 35242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Birmingham AL 08/2012 09/2018
Bridgeworth, Llc Dba Bridgeworth Wealth Management Birmingham AL 12/2015 11/2023
Unemployed Birmingham AL 12/2023 03/2024
Lpl Financial Birmingham AL 03/2024 Present
  • 08/2012 → 09/2018
    Birmingham, AL
  • 12/2015 → 11/2023
    Bridgeworth, Llc Dba Bridgeworth Wealth Management
    Birmingham, AL
  • 12/2023 → 03/2024
    Unemployed
    Birmingham, AL
  • 03/2024 → Present
    Lpl Financial
    Birmingham, AL
Previous Registrations
  • 2015-12-04 → 2023-12-06
    Bridgeworth Wealth Management
    Birmingham, AL
    Birmingham, AL
Other Businesses

1- 03/2024 / Financial Advice and Consulting, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-19
  • S63 Uniform Securities Agent State Law Examination
    2000-08-19
Designations
Other Names
  • Crystal Lee Gross
  • Crystal Lee Gross

View on SEC IAPD

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