Christopher Larrin Lecroy

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

• 08/1997 → 04/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clemson, SC
• 09/2009 → 04/2024
  Bank Of America, N.A.
  Clemson, SC
• 04/2024 → Present
  Lpl Financial Llc
  Fort Mill, SC

Previous Registrations

• 1997-12-24 → 2024-04-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenville, SC
  Naples, FL
  Naples, FL
  Greenville, SC
  Clemson, SC

Other Businesses

1) 3/25/2024- 321 Riverbank Lecroy, LLC - Real Estate Rental - Property Co-owner - Inv. Related- Clemson, SC- start date 4/1/2022- 2hrs/mth 2) 3/25/2024- Upstate SC Flyers LLC - Business Entity For Tax/Investment Purposes Only - Co-owner - Non-Inv. Related- West Union, SC - start date 4/1/2023- 1hrs/mth

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-04-03
• S65 Uniform Investment Adviser Law Examination
  1998-03-21

Other Names

• Christopher L Lecroy