Trevor Vincent Lange

LPl Financial LLC

Albrightsville, PA

CRD 2807761

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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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-03-09
PA	RA	APPROVED	2016-07-08
NJ	RA	APPROVED	2008-12-02

TX RA
APPROVED_RES

Since 2020-03-09
PA RA
APPROVED

Since 2016-07-08
NJ RA
APPROVED

Since 2008-12-02

Branch Locations

Albrightsville, PA • 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

Organization	City	State	From	To
Lpl Financial Llc	Egg Harbor Township	NJ	12/2008	Present

12/2008 → Present

Lpl Financial Llc

Egg Harbor Township, NJ

Previous Registrations

2005-06-03 → 2008-12-18

Citigroup Global Markets Inc.

Egg Harbor City, NJ

Egg Harbor Township, NJ
2003-07-09 → 2005-06-06

Morgan Stanley Dw Inc.

Voorhees, NJ

Other Businesses

1. 07/21/2011 - MY MOTHER JOYCE LANGE, BROTHER CHRISTIAN LANGE, AND MYSELF-ACT IN A FIDUCIARY CAPACITY-TIME SPENT 2%.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-07-19
S63	Uniform Securities Agent State Law Examination	1996-12-24

S66 Uniform Combined State Law Examination

2002-07-19
S63 Uniform Securities Agent State Law Examination

1996-12-24

Other Names

Trev Lange

View on SEC IAPD

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