Amardeep Singh Grewal

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2008 → 09/2016
  Investors Capital Corporation
  Lynnfield, MA
• 09/2016 → 03/2025
  The Investment Center Inc
  Okemos, MI
• 09/2016 → 03/2025
  Ic Advisory Services Inc
  Okemos, MI
• 03/2025 → Present
  Lpl Financial Llc
  Okemos, MI

Previous Registrations

• 2016-09-15 → 2025-03-06
  Ic Advisory Services, Inc.
  Okemos, MI
  Bedminster, NJ
• 2009-02-11 → 2016-09-14
  Investors Capital Corp.
  Okemos, MI
  Greenville, SC
  Okemos, MI
  Lynnfield, MA
  Lynnfield, MA

Other Businesses

1. 03/06/2025- Amardeep Grewal- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/01/2017- 5 Hours Per Month- 5 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-14
• S63 Uniform Securities Agent State Law Examination
  1997-10-07

Other Names

• Annu Grewal
• Amardip Grewal
• Amar Grewal