Best Investors
Account
Sign in
Best Investors
Account
Sign in
CRD 6653121
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-26 |
Branch Locations
1286 Dewey Drive, The Villages, FL 34762 • United States
3290 U.S. Highway 441/27, Fruitland Park, FL 34731 • United States
1286 Dewey Dr, The Villages, FL 34762 • United States
2215 Everglades Ln, The Villages, FL 32163 • United States
2601 West Torch Lake Dr, The Villages, FL 32163 • United States
745 Kristine Way, The Villages, FL 32163 • United States
800 W. North Blvd, Leesburg, FL 34748 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens First Bank | The Villages | FL | 12/2013 | 01/2026 |
| Infinex Investments Inc. | Meriden | CT | 05/2016 | 01/2026 |
| Lpl Financial | The Villages | FL | 01/2026 | Present |
| Seacoast Bank | The Villgaes | FL | 01/2026 | Present |
1."Investment products and services are offered through LPL Financial LLC using the DBA/trade nameSeacoast Investment Services - Inv Rel - At Reported Business Location (s) - Start Date: 01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-14 |
Reach out to this advisor