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David Semelsberger

LPl Financial LLC

Fort Mill, SC

Charlotte, NC

CRD 4766703

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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
NC RA APPROVED 2022-06-15
SC RA APPROVED 2021-07-21
CA RA APPROVED 2013-01-28
  • NC RA
    APPROVED
    Since 2022-06-15
  • SC RA
    APPROVED
    Since 2021-07-21
  • CA RA
    APPROVED
    Since 2013-01-28

Branch Locations

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

Charlotte, NC • 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 Ft Mill SC 05/2011 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-22
S63 Uniform Securities Agent State Law Examination 2004-03-26
  • S66 Uniform Combined State Law Examination
    2013-01-22
  • S63 Uniform Securities Agent State Law Examination
    2004-03-26
Other Names
  • David F Semelsberger
  • David Francis Semelsberger
  • David Francis Semelsber

View on SEC IAPD

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Nearby Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC

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