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Gary Martin Townshend

LPl Financial LLC

Ada, MI

CRD 4610379

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-04-16
  • MI RA
    APPROVED
    Since 2010-04-16

Branch Locations

979 Spaulding Ave Se Ste A, Ada, MI 49301-3705 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Ada MI 12/2006 Present
Previous Registrations
Other Businesses

1. 12/14/2006 - NO BUSINESS NAME - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION - WHOLE LIFE, TERM LIFE, UNIVERSAL LIFE, LTC FIXED INSURANCE - 1% TIME SPENT. 2. 11/13/2019 - GrowTrust Partners LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/01/2019 - 10 Hours Per Month During Securities Trading 3. 01/31/2022 - ABO Leasing Corporation\Hollymatic Corp - Not Investment Related - Home Based - CPA Affiliate Program - Start Date: 06/01/2009 - 10 Hours Per Month/10 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-27
  • S66 Uniform Combined State Law Examination
    2003-01-27

View on SEC IAPD

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