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Grant E. Mitchelmore

LPl Financial LLC

Lakewood, CO

CRD 4394727

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2010-01-06
CO RA APPROVED 2005-12-07
  • TX RA
    APPROVED_RES
    Since 2010-01-06
  • CO RA
    APPROVED
    Since 2005-12-07

Branch Locations

12265 W Bayaud Ave Ste 230, Lakewood, CO 80228 • 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 Lakewood CO 04/1997 Present
Financial Growth Resources, Inc. Lakewood CO 01/2006 Present
  • 04/1997 → Present
    Lakewood, CO
  • 01/2006 → Present
    Financial Growth Resources, Inc.
    Lakewood, CO
Previous Registrations
  • 1999-01-01 → 2024-04-24
    Financial Growth Resources, Inc.
    Lakewood, CO
Other Businesses

1. 2/28/2014 - No Business Name - Investment Related - San Diego, CA 92117 - REAL ESTATE RENTAL - Time Spent 0% - MY WIFE HAS A HOME IN SAN DIEGO THAT IS USED FOR RENTAL PURPOSES. THIS IS A SINGLE FAMILY HOME LOCATED IN THE NEIGHBORHOOD OF CLAIREMONT WITH A ZIP OF 92117. 2. 02/01/2023 - No Business Name - Investment Related - Avon, CO 81620 - Real Estate Rental - Start Date: 01/13/2023 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-14
  • S66 Uniform Combined State Law Examination
    2006-02-14
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Grant E. Mitchelmore

View on SEC IAPD

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