Crystal Lee Bowles

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Lpl Financial Llc

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

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2000-08-19

S63 Uniform Securities Agent State Law Examination

2000-08-19

Designations

Certified Financial Planner

Other Names

Crystal Lee Gross
Crystal Lee Gross

View on SEC IAPD