Best Investors Account Sign in

Bryan Allan Dodge

LPl Financial LLC

Boise, ID

CRD 6614381

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
ID RA APPROVED 2022-02-02
  • ID RA
    APPROVED
    Since 2022-02-02

Branch Locations

3101 W Main St Suite 207, Boise, ID 83702 • 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
Edward Jones St Louis MO 03/2016 01/2022
Lpl Financial, Llc Boise ID 02/2022 Present
Previous Registrations
  • 2016-06-24 → 2022-02-03
    Meridian, ID
    Meridian, ID
    St Louis, MO
    Boise, ID
    Boise, ID
Other Businesses

1. 2/2/2022 - Nine Six Investments LLC- Investment Related - 2259 Meadowgrass St., Meridian, ID 83646 - Real Estate Rental- Owner - Started 9/2009 - 1 Hour Per Month. 2. 2/2/2022 - Dodge Capital - Investment Related - 2259 Meadowgrass St., Meridian, ID 83646 - Real Estate Rental - Owner - Started 03/2019 - 1 Hour Per Month - Time Spent 1%. 3. 2/2/2022 - TF Legacy LLC - Investment Related - 2259 Meadowgrass St., Meridian, ID 83646 - Real Estate Rental - Owner - Started 03/2019 1 Hour Per Month - Time Spent 1%. 4. 2/2/2022 - No Business Name - Investment Related - 1487 Carter Ln, Boise, ID - Real Estate Rental - Started 1/2010 - 1 Hour Per Month - Time Spent 1%. 5. 2/2/2022 - Nine Six Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/2021 - Time Spent 90%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-02
  • S66 Uniform Combined State Law Examination
    2016-05-02

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Boise, ID

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor