Beverly Carver Granberry

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

• 07/2016 → 06/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 06/2017
  Mml Investors Services, Llc
  Charlotte, NC
• 06/2017 → 12/2017
  Unemployed
  Salisbury, NC
• 12/2017 → Present
  Lpl Financial Llc
  Fort Mill, SC
• 09/2024 → Present
  Lpl Enterprise Llc
  Fort Mill, SC

Other Businesses

1. 01/04/2018 - No Business Name - Investment Related - Home Based - Notary - Start Date 02/2007 - 0 Hours Per Month / 0 Hours During Trading - 0% Time Spent - Notary Public for North Carolina.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-25
• S63 Uniform Securities Agent State Law Examination
  2017-03-18

Other Names

• Beverly Carver Lewis
• Beverly Lynn Carver
• Beverly Granberry
• Beverly Carver Granberry
• Beverly C Granberry