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Allie Lynnette Gamble-Taylor

LPl Financial LLC

Glen Burnie, MD

Fort Mill, SC

CRD 5331355

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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
MD RA APPROVED 2025-04-29
SC RA APPROVED 2020-12-22
  • MD RA
    APPROVED
    Since 2025-04-29
  • SC RA
    APPROVED
    Since 2020-12-22

Branch Locations

Glen Burnie, MD • United States

1055 Lpl Way, Fort Mill, SC 29715 • 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
Raymond James Financial Services, Inc. Fulton MD 03/2012 06/2019
Lynch Retirement Investment Group Fulton MD 04/2013 06/2019
Raymond James Financial Services Advisors Inc. Fulton MD 04/2015 06/2019
Janney Montgomery Scott Llc Baltimore MD 11/2019 10/2020
N/A Glen Burnie MD 06/2019 11/2019
Lpl Financial Llc Fort Mill SC 12/2020 Present
Aston Carter San Diego CA 10/2020 12/2020
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-03
  • S66 Uniform Combined State Law Examination
    2015-04-03
Other Names
  • Allie Lynnette Gamble
  • Allie Lynnette Wise

View on SEC IAPD

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