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Nancy Elaine Loar

LPl Financial LLC

Jackson, MS

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2015-04-17
  • MS RA
    APPROVED
    Since 2015-04-17

Branch Locations

1200 Eastover Drive, Ste 300, Jackson, MS 39211 • 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 Jackson MS 04/2015 Present
Bankplus Jackson MS 04/2015 Present
  • 04/2015 → Present
    Lpl Financial
    Jackson, MS
  • 04/2015 → Present
    Bankplus
    Jackson, MS
Previous Registrations
  • 2009-06-01 → 2015-04-27
    Ridgeland, MS
  • 2007-09-27 → 2009-06-01
    Morgan Stanley & Co. Llc
    Ridgeland, MS
  • 2005-12-09 → 2007-10-04
    A. G. Edwards & Sons, Inc.
    Ridgeland, MS
    Ridgeland, MS
Other Businesses

1)4/17/15-WEALTH PLUS/DBA FOR LPL BUSINESS /100%/JACKSON,MS 2)11/30/2021 - BankPlus Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/01/2020 - 40 Hours Per Month/40 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-16
  • S66 Uniform Combined State Law Examination
    2002-07-16

View on SEC IAPD

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