Best Investors
Account
Sign in
Best Investors
Account
Sign in
CRD 4768303
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-02 |
Branch Locations
4 East Washinton St, Quincy, FL 32351 • United States
102 South Main St, Havana, FL 32333 • United States
304 E Tennessee St, Tallahassee, FL 32301 • United States
6691 Thomasville Rd, Tallahassee, FL 32312 • United States
2592 Crawfordville Hwy, Crawfordville, FL 32327 • United States
1301 Metropolitan Blvd, Tallahassee, FL 32308 • United States
3255 Mahan Drive, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 09/2014 | 03/2018 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 03/2018 |
| Capital City Bank | Tallahassee | FL | 03/2018 | Present |
| Lpl Financial Llc | Tallahassee | FL | 03/2018 | Present |
1)3/09/18- Capital City Investments- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-29 |
Reach out to this advisor