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LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-01-16 |
Branch Locations
230 Main St, Kirkland, WA 98033 • United States
13000 Ne 20Th Street, Bellevue, WA 98005 • United States
11416 Ne 124Th St, Kirkland, WA 98034 • United States
Bothell, WA • United States
17705 140Th Avenue Ne, Woodinville, WA 98072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bellevue | WA | 01/2014 | Present |
| Boeing Employee Credit Union | Bellevue | WA | 01/2014 | Present |
1) 1/2/14 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BECU Investment Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-05 |
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