Gary D Copi

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

Authority	Category	Status	Date
MI	RA	APPROVED	2010-07-06

MI RA
APPROVED

Since 2010-07-06

Branch Locations

Americenter Of Troy 200 East Beaver Road, Troy, MI 48083 • United States

17199 N Laurel Park Dr Ste 100, Livonia, MI 48152 • United States

Livonia, MI • 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

Organization	City	State	From	To
Independent Financial Advisors	Livonia	MI	10/2007	Present
Lpl Financial Llc	Livonia	MI	11/2007	Present

10/2007 → Present

Independent Financial Advisors

Livonia, MI
11/2007 → Present

Lpl Financial Llc

Livonia, MI

Previous Registrations

2010-09-20 → 2025-12-31

Independent Financial Advisors, Llc

Livonia, MI

Other Businesses

1. 11/29/2007 - NO BUSINESS NAME - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - 10% OF TIME SPENT - INSURANCE FOR FIXED ANNUITIES. 2. 8/20/2013 - INDEPENDENT FINANCIAL ADVISORS, LLC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 3. 6/10/2021 - Gary Copi, CPA - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Started 09/27/2018 - 50 Hours Per Month/30 Hours During Securities Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-12-10

S66 Uniform Combined State Law Examination

2007-12-10

Designations

Certified Financial Planner

View on SEC IAPD