Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NV | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
8180 Rafael Rivera Way Ste 305, Las Vegas, NV 89113 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Las Vegas | NV | 04/2015 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Las Vegas | NV | 04/2015 | 07/2021 |
| Ads Asset Holdings | Henderson | NV | 07/2014 | 06/2017 |
| The Dobranich Group Llc | Las Vegas | NV | 11/2017 | 07/2021 |
| Lpl Financial Llc | Las Vegas | NV | 07/2021 | Present |
1 ) 11/28/2017 - The Dobranich Group LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 0HR / MO / 424 Vigo Port Street, Las Vegas, NV, 89134 2) 05/26/2022 - Collective Advisors LLC - Investment Related - Las Vegas, NV 89148 - Real Estate Rental - Start Date - 05/02/2022 - 5 Hours Per Month/ 0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-10 |
Reach out to this advisor