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Adam Turnquist

LPl Financial LLC

Fort Mill, SC

De Pere, WI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-11-08
WI RA APPROVED 2025-11-08
  • SC RA
    APPROVED
    Since 2025-11-08
  • WI RA
    APPROVED
    Since 2025-11-08

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • United States

De Pere, WI • 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
Piper Jaffray & Co. Minneapolis MN 02/2016 10/2022
Lpl Financial Llc Fort Mill SC 10/2022 Present
  • 02/2016 → 10/2022
    Piper Jaffray & Co.
    Minneapolis, MN
  • 10/2022 → Present
    Lpl Financial Llc
    Fort Mill, SC
Other Businesses

1. 10/05/2023 - Waterford Ventures LLC - Real Estate Rental - Co-Owner - Investment Related - MN - Start Date 6/1/2015 - 3 Hours Per Month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-07
S63 Uniform Securities Agent State Law Examination 2012-04-17
  • S66 Uniform Combined State Law Examination
    2025-11-07
  • S63 Uniform Securities Agent State Law Examination
    2012-04-17
Other Names
  • Adam Lee Turnquist

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

More in Fort Mill, SC

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