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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
830 N. Main Steet; Suite 210, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Boise | ID | 04/2015 | 06/2017 |
| Americorps | Boise | ID | 06/2017 | 08/2017 |
| Unemployed | Boise | ID | 08/2017 | 12/2017 |
| Capital Auto Loan | Eagle | ID | 12/2017 | 12/2018 |
| Waddell & Reed, Inc. | Meridian | ID | 06/2018 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Kuna | ID | 10/2018 | 07/2021 |
| Unemployed | Boise | ID | 09/2017 | 11/2017 |
| Unemployed | Boise | ID | 05/2014 | 06/2017 |
| Douglas Beehler | Meridian | ID | 03/2019 | 07/2021 |
| Lpl Financial Llc | Meridian | ID | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-19 |
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