Bryan Edward Beatty

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

• 06/2012 → 11/2016
  Wells Fargo Advisors, Llc
  St. Louis, MO
• 11/2016 → 02/2026
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 02/2026 → Present
  Lpl Financial Llc
  Palm Harbor, FL

Previous Registrations

• 2012-06-19 → 2026-02-23
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  St. Louis, MO
  Spring Hill, FL
  New Port Richey, FL
  Tampa, FL
  Port Richey, FL
  Tampa, FL
  New Port Richey, FL
  Spring Hill, FL
  Spring Hill, FL
  Holiday, FL
  Palm Harbor, FL
• 2014-08-13 → 2016-09-27
  Wells Fargo Advisors Financial Network, Llc
  St. Louis, MO
  St. Louis, MO
  St. Louis, MO
• 2012-04-16 → 2012-04-24
  Thrivent Investment Management Inc.
  St Louis, MO

Other Businesses

1. 02/2026 - Paragon Capital Advisors, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 150 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 2/17/2026 2. 02/2026 - Beatty Law - Attorney/ Legal Services - Inv Related - 15 Hour(s)/Month - 06 Hour(s) During Trading - Palm Harbor, FL , 34684 - OBA Start Date: 02/01/2026

Exams

• S66 Uniform Combined State Law Examination
  2012-04-13

Designations

• Certified Financial Planner