Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-04 |
| WI | RA | APPROVED | 2015-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Greendale | WI | 08/2015 | Present |
1. 09/1/15-MANCHESTER INVESTMENTS/DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/1. NO 2. NO 3. NO 4. NO/100%/5623 BOARD ST.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-01 |
Reach out to this advisor