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Jeffery Gardner

LPl Financial LLC

Fort Mill, SC

Alpharetta, GA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2019-10-04
  • GA RA
    APPROVED
    Since 2019-10-04

Branch Locations

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

Alpharetta, GA • 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
Nationwide Investment Services Incorporation Columbus OH 11/2007 11/2017
Allianz Global Investors Distributors Llc New York NY 11/2017 09/2019
Allianz Global Investors U.S. Holdings Llc New York NY 11/2017 09/2019
Lpl Financial Llc Alpharetta GA 09/2019 Present
  • 11/2007 → 11/2017
    Nationwide Investment Services Incorporation
    Columbus, OH
  • 11/2017 → 09/2019
    Allianz Global Investors Distributors Llc
    New York, NY
  • 11/2017 → 09/2019
    Allianz Global Investors U.S. Holdings Llc
    New York, NY
  • 09/2019 → Present
    Lpl Financial Llc
    Alpharetta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-05
  • S66 Uniform Combined State Law Examination
    2001-01-05
Designations
Other Names
  • Jeffery Alan Gardner

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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