Best Investors Account Sign in

Jason William Gallimore

LPl Financial LLC

Fort Mill, SC

Charlotte, NC

CRD 6499649

Claim This Profile
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
SC RA APPROVED 2019-02-20
  • SC RA
    APPROVED
    Since 2019-02-20

Branch Locations

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

Charlotte, NC • 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
Allegacy Federal Credit Union Winston Salem NC 01/2016 06/2018
Cuso Financial Services, Lp San Diego CA 01/2016 06/2018
Salem Glen Country Club Clemmons NC 07/2018 02/2019
Lpl Financial Llc Fort Mill SC 02/2019 Present
  • 01/2016 → 06/2018
    Allegacy Federal Credit Union
    Winston Salem, NC
  • 01/2016 → 06/2018
    Cuso Financial Services, Lp
    San Diego, CA
  • 07/2018 → 02/2019
    Salem Glen Country Club
    Clemmons, NC
  • 02/2019 → Present
    Lpl Financial Llc
    Fort Mill, SC
Previous Registrations
  • 2016-03-04 → 2018-06-01
    Cuso Financial Services, L.P.
    Winston-Salem, NC
    Winston Salem, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-04
  • S66 Uniform Combined State Law Examination
    2016-03-04

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC

Nearby Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC

More in Fort Mill, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor