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Alec Lloyd

LPl Financial LLC

Burlington, NC

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-04-07
  • NC RA
    APPROVED
    Since 2025-04-07

Branch Locations

3120 S Church St Ste 101, Burlington, NC 27215 • 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
Worldwide Golf Shops Raleigh NC 03/2023 12/2024
Global Value Commerce Raleigh NC 05/2020 03/2023
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2018 05/2021
Grandover Resort Greensboro NC 05/2018 08/2019
University Of North Carolina At Greensboro Greensboro NC 08/2017 05/2018
Walter Hines Page High School Greensboro NC 08/2013 06/2017
Lpl Financial Llc Burlington NC 10/2024 Present
  • 03/2023 → 12/2024
    Worldwide Golf Shops
    Raleigh, NC
  • 05/2020 → 03/2023
    Global Value Commerce
    Raleigh, NC
  • 08/2018 → 05/2021
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 05/2018 → 08/2019
    Grandover Resort
    Greensboro, NC
  • 08/2017 → 05/2018
    University Of North Carolina At Greensboro
    Greensboro, NC
  • 08/2013 → 06/2017
    Walter Hines Page High School
    Greensboro, NC
  • 10/2024 → Present
    Lpl Financial Llc
    Burlington, NC
Other Businesses

1)12/04/2024 - Fisher Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-05
  • S66 Uniform Combined State Law Examination
    2025-04-05

View on SEC IAPD

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Other Investors

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ERIN LYNCH COCKMAN
Robert Grandison Cockman
DOUGLAS RUSSELL EVERETT
Joshua Martin
ANDREA NICOLE COCKERHAM

Other Offices

LPL FINANCIAL LLC · BURLINGTON, NC
EDWARD JONES · BURLINGTON, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Burlington, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Burlington, NC
INTEGRITY ADVISORY SOLUTIONS · Burlington, NC
EDWARD JONES · Burlington, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Burlington, NC
EDWARD JONES · Burlington, NC

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