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LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Sain Tlouis | MO | 08/2015 | 09/2022 |
| Lpl Financial Llc | Oceanside | CA | 10/2022 | Present |
1)09/26/2022 - Avedis Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-06 |
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