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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 | 2025-03-10 |
| NC | RA | APPROVED | 2018-11-13 |
| FL | RA | APPROVED | 2014-03-21 |
Branch Locations
Bldg 39 Naval Air Station, Jacksonville, FL 32212 • United States
212 Ponte Vedra Park, Ponte Vedra Beach, FL 32082 • United States
76 S Laura St, Jacksonville, FL 32202 • United States
1307 Atlantic Blvd, Neptune Beach, FL 32233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vystar Credit Union | Jacksonville | FL | 11/2008 | Present |
| Lpl Financial Llc | Ponte Vedra Beach | FL | 01/2014 | Present |
1. 3/18/2014 - VYSTAR INVESTMENT SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-27 |
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