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Stacy Lee Foote

LPl Financial LLC

Schoolcraft, MI

CRD 5523847

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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
MI RA APPROVED 2024-09-04
  • MI RA
    APPROVED
    Since 2024-09-04

Branch Locations

Schoolcraft, 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
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 11/2013 09/2024
Cambridge Investment Research Advisors, Inc Fairfield IA 11/2013 09/2024
Lpl Financial, Llc Schoolcraft MI 09/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-21
  • S66 Uniform Combined State Law Examination
    2009-05-21
Other Names
  • Stacy Lee Smedley
  • Stacy Foote

View on SEC IAPD

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