Best Investors Account Sign in

Brooke Marie Angelovich

LPl Financial LLC

Missoula, MT

St George, UT

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-05-18
  • UT RA
    APPROVED
    Since 2021-05-18

Branch Locations

2805 North Reserve St, Missoula, MT 59808 • United States

883 N 3050 East, St George, UT 84790 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc St George UT 10/2020 05/2021
Wells Fargo Bank, Na St George UT 11/2010 05/2021
Lpl Financial Washington UT 05/2021 Present
  • 10/2020 → 05/2021
    St George, UT
  • 11/2010 → 05/2021
    Wells Fargo Bank, Na
    St George, UT
  • 05/2021 → Present
    Lpl Financial
    Washington, UT
Previous Registrations
Other Businesses

1. 1/24/2023 - Mountain America Investment Services - Investment Related - At Reported Business Location(s) -DBA for LPL Business (entity for LPL business) - Associate Wealth Advisor - Start Date - 05/17/2021 - 40 Hours Per Month/40 Hours During Securities Trading 2. 10/09/2025- Ruby Brews- Other - Owner/Operator of drive thru coffee shop -Not INV Related- Home Based- Start date 03/03/2022- 10 Hours Per Month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-01
  • S66 Uniform Combined State Law Examination
    2021-02-01
Other Names
  • Brooke Marie Evans
  • Brooke M Angelovich

View on SEC IAPD

More in Missoula, MT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor