Dallas Coy Clemens

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 05/2019
  Commerce Brokerage Services, Inc.
  Kansas City, MO
• 08/2015 → 05/2018
  Commerce Bank
  Manhattan, KS
• 05/2019 → 08/2023
  Commerce Brokerage Services, Inc
  Garden City, KS
• 08/2023 → Present
  Lpl Financial Llc
  Hays, KS

Previous Registrations

• 2019-04-26 → 2023-08-16
  Commerce Brokerage Services, Inc.
  Kansas City, MO
  Clayton, MO
  Manhattan, KS
  Wichita, KS
  Garden City, KS
  Hays, KS

Other Businesses

1. 03/30/2023 - Commerce Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 11/22/2024 - Commerce Bank - Financial Institution Duty - Assistant Vice President - Not Investment Related - At Reported Business Location(s) - Start Date 02/13/2024 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2019-03-05