Best Investors Account Sign in

Kelly Burdick

LPl Financial LLC

Elmira, NY

Canisteo, NY

CRD 7268326

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
NY RA APPROVED 2025-08-21
  • NY RA
    APPROVED
    Since 2025-08-21

Branch Locations

One Chemung Canal Plz, Elmira, NY 14901 • United States

Canisteo, NY • 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
Cadaret Grant & Co., Inc. Hornell NY 10/2021 09/2023
Maple City Financial Services Hornell NY 06/2019 09/2023
Walmart Hornell NY 04/2018 05/2019
Texas Roadhouse Hornell NY 10/2017 04/2018
Unemployed/Student Horseheads NY 11/2010 10/2017
Lpl Financial Llc Elmira NY 08/2025 Present
Citizens & Northern Bank Elmira NY 09/2023 Present
  • 10/2021 → 09/2023
    Cadaret Grant & Co., Inc.
    Hornell, NY
  • 06/2019 → 09/2023
    Maple City Financial Services
    Hornell, NY
  • 04/2018 → 05/2019
    Walmart
    Hornell, NY
  • 10/2017 → 04/2018
    Texas Roadhouse
    Hornell, NY
  • 11/2010 → 10/2017
    Unemployed/Student
    Horseheads, NY
  • 08/2025 → Present
    Lpl Financial Llc
    Elmira, NY
  • 09/2023 → Present
    Citizens & Northern Bank
    Elmira, NY
Other Businesses

1) 8/2025- CFS GROUP INC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-11
S63 Uniform Securities Agent State Law Examination 2023-01-18
  • S66 Uniform Combined State Law Examination
    2025-02-11
  • S63 Uniform Securities Agent State Law Examination
    2023-01-18

View on SEC IAPD

More in Elmira, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor