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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 | 2016-02-02 |
| FL | RA | APPROVED | 2007-07-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Plantation | FL | 07/2007 | Present |
1- 10/22/2012: REAL ESTATE RENTAL - SOMERVILLE LOOP # 104 - Investment Related - 1 TOWNHOUSE - TIME SPENT 1%. 2- 10/22/2012: REAL ESTATE RENTAL - 162 MAGNOLIA LAKES - Investment Related - 1 HOUSE - TIME SPENT 1% 3- 03/01/2017: MS Consulting - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2017 - 1 Hour Per Month/0 Hours During Securities Trading 4- 04/30/2026 - Michael Salvatore - Business Owner - Investment Related - Fort Lauderdale, FL - Start Date 03/03/2026 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-20 |
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