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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brooks Brothers Outlet | Dahlonega | GA | 08/2016 | 02/2017 |
| Hobby Lobby | Dawsonville | GA | 02/2017 | 06/2019 |
| University Of North Georgia | Dahlonega | GA | 06/2019 | 08/2020 |
| Self Employed | Cumming | GA | 09/2020 | 05/2022 |
| Forsyth County Government | Cumming | GA | 07/2022 | 10/2022 |
| Georgia United Credit Union | Cumming | GA | 11/2022 | 07/2024 |
| Premier Wealth Partners, Llc | Summerville | SC | 10/2024 | 09/2025 |
| Premier Wealth Partners, Llc | Summerville | SC | 05/2025 | 09/2025 |
| Lpl Financial Llc | Summerville | SC | 09/2025 | Present |
1) 09/2025 - Notary / Inv Related / Summerville, SC 29486 / Start date 01/29/2025 2) 09/2025 - Atlantic Wealth Management Group, LLC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-06 |
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