Henry David Bolin

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2021 → Present
  Lpl Financial, Llc
  Columbia, SC
• 09/2021 → Present
  Accumulus Financial Group, Llc
  Columbia, SC
• 06/2020 → 07/2021
  Christ Covenant Church
  Columbia, SC
• 01/2020 → 05/2020
  University Of South Carolina - Honors College
  Columbia, SC
• 05/2013 → 05/2019
  Morgan's Pharmacy
  Gilbert, SC
• 01/2010 → 05/2019
  Ben Lippen School
  Columbia, SC
• 06/2019 → 05/2022
  University Of South Carolina - Honors College
  Columbia, SC

Other Businesses

1- 09/2021 / Accumulus Financial Group, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At Reported Business Location(s) 2- 03/24/2026 - Rivercrest Presbyterian Church - Outside/W-2 Employment - Not Investment Related - Lexington, SC - Start Date 04/01/2026 - 40 hours per month/ 8 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2022-06-03

Other Names

• Henry Bolin
• Henry David Bolin
• Henry David Bolin
• Henry David Bolin