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Brittany Marie Mann

LPl Financial LLC

Holly Springs, NC

Greensboro, NC

Raleigh, NC

CRD 7204840

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-07-31
TX RA APPROVED_RES 2024-04-30
TN RA APPROVED 2024-04-29
  • NC RA
    APPROVED
    Since 2024-07-31
  • TX RA
    APPROVED_RES
    Since 2024-04-30
  • TN RA
    APPROVED
    Since 2024-04-29

Branch Locations

Holly Springs, NC • United States

701 Green Valley Rd, Ste. 302, Greensboro, NC 27408 • United States

3700 Glenwood Ave., Suite 400, Raleigh, NC 27612 • 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
Ameriprise Financial Services, Llc Knoxville TN 12/2019 03/2021
Denso Manufacturing Tennessee, Inc Maryville TN 05/2017 02/2019
Unemployed Greenback TN 02/2019 12/2019
Denso Manufacturing Tennessee, Inc Maryville TN 05/2016 05/2017
University Of Tennessee Knoxville TN 08/2015 05/2017
Lpl Financial, Llc Greenback TN 03/2021 06/2023
Lpl Financial, Llc Holly Springs NC 04/2024 Present
Unemployed Greenback TN 06/2023 04/2024
  • 12/2019 → 03/2021
    Ameriprise Financial Services, Llc
    Knoxville, TN
  • 05/2017 → 02/2019
    Denso Manufacturing Tennessee, Inc
    Maryville, TN
  • 02/2019 → 12/2019
    Unemployed
    Greenback, TN
  • 05/2016 → 05/2017
    Denso Manufacturing Tennessee, Inc
    Maryville, TN
  • 08/2015 → 05/2017
    University Of Tennessee
    Knoxville, TN
  • 03/2021 → 06/2023
    Lpl Financial, Llc
    Greenback, TN
  • 04/2024 → Present
    Lpl Financial, Llc
    Holly Springs, NC
  • 06/2023 → 04/2024
    Unemployed
    Greenback, TN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-30
  • S66 Uniform Combined State Law Examination
    2022-01-30
Other Names
  • Brittany Marie Mccoy

View on SEC IAPD

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