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CRD 5425251
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 | 2015-07-20 |
Branch Locations
18750 Stone Oak Pkwy, Ste 100, San Antonio, TX 78258 • United States
2135 E. Main, Eagle Pass, TX 78852 • United States
3100 E Hwy 90, Uvalde, TX 78801 • United States
2065 E Main, Uvalde, TX 78801 • United States
327 Sw Loop 410, San Antonio, TX 78245-2166 • United States
1600 Ruben Torres Sr Blvd, Brownsville, TX 78521 • United States
2201 Nw Military Dr, San Antonio, TX 78213 • United States
938 Se Military Dr, San Antonio, TX 78214 • United States
5300 Walzem Rd, San Antonio, TX 78218 • United States
8650 Fredricksburg Rd, San Antonio, TX 78240 • United States
11831 Bandera Rd, Helotes, TX 78023 • United States
1500 Ne Loop 410 Ste 100, San Antonio, TX 78209 • United States
5029 Broadway, San Antonio, TX 78209 • United States
12400 Hwy 281 N., San Antonio, TX 78216 • United States
16339 Huebner, San Antonio, TX 78248 • United States
2310 Sw Military Dr, Ste 216, San Antonio, TX 78224 • United States
2205 Veterans Blvd, Ste E9, Del Rio, TX 78840 • United States
938 Se Military Dr, San Antonio, TX 78214 • United States
2410 Dobson St, Del Rio, TX 78840 • United States
3119 Se Military Dr, San Antonio, TX 78223 • United States
500 W. 5Th Street Suite 100, Austin, TX 78701 • United States
2401 Highway 281, North Marble Falls, TX 78654 • United States
11002 Culebra, San Antonio, TX 78253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Antonio | TX | 07/2015 | Present |
| Ibc Bank | San Antonio | TX | 07/2015 | Present |
1)7/20/15-IBC INVESTMENT SERVICES/DBA FOR LPL BUSINESS/100%/SAN ANTONIO,TX
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-19 |
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