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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-01 |
Branch Locations
16797 San Pedro Ave, San Antonio, TX 78232 • United States
San Antonio, TX • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2016 | 08/2022 |
| Lpl Financial Llc | San Antonio | TX | 08/2022 | Present |
1. 9/2022 - DBA for LPL Business (entity for LPL business) - Freedom Wealth Management - Investment Related - San Antonio, TX 78258 2. 09/01/2022 - BNI Networking Group - Not Investment Related - : Non-Profit Board Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-01 |
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