Best Investors Account Sign in

Sara Oppenheimer

LPl Financial LLC

Lakeland, FL

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

1401 South Florida Avenue, Lakeland, FL 33803 • 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
Omaha Sports Academy Omaha NE 03/2016 05/2018
N/A Conway Springs KS 06/2015 12/2020
Weigand & Sons Wichita KS 05/2019 08/2019
Shr Human Resources, Llc Lakeland FL 10/2019 12/2020
Southeastern University Lakeland FL 10/2019 12/2020
Lpl Financial Lakeland FL 12/2020 Present
  • 03/2016 → 05/2018
    Omaha Sports Academy
    Omaha, NE
  • 06/2015 → 12/2020
    N/A
    Conway Springs, KS
  • 05/2019 → 08/2019
    Weigand & Sons
    Wichita, KS
  • 10/2019 → 12/2020
    Shr Human Resources, Llc
    Lakeland, FL
  • 10/2019 → 12/2020
    Southeastern University
    Lakeland, FL
  • 12/2020 → Present
    Lpl Financial
    Lakeland, FL
Other Businesses

1) 05/03/2023 - Allen & Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 08/26/2021 - 150 Hours Per Month/7 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-16
  • S66 Uniform Combined State Law Examination
    2022-06-16
Other Names
  • Sara Echelberry

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lakeland, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor