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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-27 |
| CA | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
Branch Locations
215 Chestnut St., Meadville, PA 16335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Meadville | PA | 10/2001 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Meadville | PA | 03/2002 | 07/2021 |
| Fpg Group, Llc | Erie | PA | 04/2020 | 01/2022 |
| Bjp Group Llc | Meadville | PA | 05/2021 | Present |
| Lpl Financial Llc | Meadville | PA | 07/2021 | Present |
1) 6/2021 - Business Entity For Tax/Investment Purposes Only - BJP Group, LLC - Not Investment Related - Meadville, PA 16335
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-19 |
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