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Andrew Bettinson

LPl Financial LLC

Caldwell, ID

CRD 4496604

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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
ID RA APPROVED 2025-09-23
TX RA APPROVED_RES 2025-09-23
  • ID RA
    APPROVED
    Since 2025-09-23
  • TX RA
    APPROVED_RES
    Since 2025-09-23

Branch Locations

Caldwell, ID • 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
Edward Jones St Louis MO 12/2019 08/2025
Us Army Fort Rucker AL 03/2010 12/2019
Lpl Financial Caldwell ID 09/2025 Present
Jfc Advisors Caldwell ID 09/2025 Present
  • 12/2019 → 08/2025
    St Louis, MO
  • 03/2010 → 12/2019
    Us Army
    Fort Rucker, AL
  • 09/2025 → Present
    Lpl Financial
    Caldwell, ID
  • 09/2025 → Present
    Jfc Advisors
    Caldwell, ID
Previous Registrations
  • 2020-02-19 → 2025-09-12
    Caldwell, ID
    St Louis, MO
    Caldwell, ID
    Nampa, ID
    Meridian, ID
    Nampa, ID
Other Businesses

1- 12/30/2025 - Bettinson Enterprises LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 09/06/2025 - 10 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-18
S63 Uniform Securities Agent State Law Examination 2002-02-15
  • S66 Uniform Combined State Law Examination
    2020-02-18
  • S63 Uniform Securities Agent State Law Examination
    2002-02-15
Other Names
  • Andrew Everett Bettinson

View on SEC IAPD

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