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CRD 4071124
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 | 2014-07-10 |
| AL | RA | APPROVED | 2013-02-01 |
Branch Locations
107 Inverness Corners, Inverness, AL 35242 • United States
3513 Pelham Pkwy, Pelham, AL 35124 • United States
16623 Hwy 280, Chelsea, AL 35043 • United States
106 E. College St, Columbiana, AL 35051 • United States
2518 University Blvd, Tuscaloosa, AL 35401 • United States
3216 20Th Avenue, Valley, AL 36854 • United States
135 James Payton Blvd, Sylacauga, AL 35150 • United States
120 8Th Avenue Southwest, Childersburg, AL 35044 • United States
508 Fairhope Ave, Fairhope, AL 36532 • United States
8 Commerce Street, Ste 100, Montgomery, AL 36104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renasant Bank | Birmingham | AL | 02/2013 | Present |
| Lpl | Birmingham | AL | 02/2013 | Present |
1. 02/01/2013-DBA ONLY/RENASANT FINANCIAL SERVICES/100%/BIRMINGHAM,AL 2. 06/09/2025 - KEVIN COUCH -Investment Related - Real Estate Rental - Chelsea, AL - Start Date:06/01/2025 - 2 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-15 |
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