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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-04-16 |
Branch Locations
31155 Northwestern Hwy, Farmington Hills, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2019 | 07/2023 |
| Farmers Insurance & Financial Services | Northville | MI | 05/2015 | 05/2019 |
| Wayne State University | Detroit | MI | 08/2014 | 12/2016 |
| Ameriprise Financial Services, Llc | Novi | MI | 09/2023 | 10/2023 |
| Gallagher Kaiser | Lake Orion | MI | 10/2023 | 06/2024 |
| Unemployed | Westland | MI | 06/2024 | 08/2024 |
| Pullman Services | Troy | MI | 08/2024 | 09/2024 |
| Unemployed | Westland | MI | 07/2023 | 09/2023 |
| Unemployed | Westland | MI | 09/2024 | 04/2025 |
| Community Choice Cu | Farmington Hills | MI | 04/2025 | Present |
| Lpl Financial Llc | Farmington Hills | MI | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-03 |
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