Kelly Loyd Mcdermott

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 11/2023
  Securities America Inc
  Dallas, TX
• 07/2014 → 11/2023
  Securities America Advisors
  Dallas, TX
• 11/2023 → 07/2026
  Ameriprise Financial Services, Llc
  Dallas, TX
• 07/2026 → Present
  Lpl Financial Llc
  Dallas, TX

Previous Registrations

• 2023-11-15 → 2026-07-29
  Ameriprise Financial Services, Llc
  Dallas, TX
  Garland, TX
• 2014-07-15 → 2023-11-29
  Securities America Advisors, Inc.
  Dallas, TX
  Dallas, TX
  Dallas, TX
• 2013-06-27 → 2014-07-21
  Lpl Financial Llc
  Dallas, TX
  San Diego, CA
  Dallas, TX
• 2011-05-31 → 2013-06-27
  Wfg Advisors, Lp
  Dallas, TX
• 2008-04-02 → 2011-06-03
  Edward Jones
  Dallas, TX
  Dallas, TX
  Dallas, TX
  St Louis, MO

Other Businesses

1. 7/2026 - Guardian Private Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 130 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 7/13/2026 2. 7/2026 - Elks National Foundation - Non-profit volunteer (not on board) - NOT INV REL - 2 Hour(s)/Month – 0 Hour(s) During Trading - Chicago IL 60614 - OBA Start date: : 07/03/2023 3. 7/2026 - Blarney Stone Properties - Real Estate Rental - INV REL - 0 Hour(s)/Month – 0 Hour(s) During Trading - Garland TX 75040 - OBA Start date: 12/28/2018

Exams

• S66 Uniform Combined State Law Examination
  2008-03-26

Other Names

• Kelly Mcdermott
• Kelly L Mcdermott