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Blayde Duane Gardner

LPl Financial LLC

Burlington, IA

San Diego, CA

CRD 6623855

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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
TX RA APPROVED_RES 2022-12-14
IA RA APPROVED 2019-02-06
  • TX RA
    APPROVED_RES
    Since 2022-12-14
  • IA RA
    APPROVED
    Since 2019-02-06

Branch Locations

Burlington, IA • United States

4707 Executive Dr, San Diego, CA 92121-3091 • 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
Principal Cedar Rapids IA 03/2016 01/2019
Lpl Financial Llc Coralville IA 02/2019 11/2022
Two Rivers Bank & Trust Coralville IA 01/2019 11/2022
Lpl Financial Llc Burlington IA 11/2022 Present
  • 03/2016 → 01/2019
    Principal
    Cedar Rapids, IA
  • 02/2019 → 11/2022
    Lpl Financial Llc
    Coralville, IA
  • 01/2019 → 11/2022
    Two Rivers Bank & Trust
    Coralville, IA
  • 11/2022 → Present
    Lpl Financial Llc
    Burlington, IA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-01
  • S66 Uniform Combined State Law Examination
    2016-06-01

View on SEC IAPD

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