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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 | 2025-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 10/2024 | 11/2025 |
| Student Painters | Shelby Town | MI | 05/2024 | 08/2024 |
| Unemployed | Fowlerville | MI | 09/2024 | 09/2024 |
| Michigan State University | East Lansing | MI | 08/2020 | 05/2024 |
| Firebolt Group | Wixom | MI | 07/2023 | 08/2023 |
| Firebolt Group | Wixom | MI | 05/2022 | 08/2022 |
| Firebolt Group | Wixom | MI | 05/2021 | 08/2021 |
| Bader Acres | Howell | MI | 05/2020 | 08/2020 |
| Fowlerville High School | Fowlerville | MI | 08/2018 | 05/2020 |
| Polo Ralph Lauren | Howell | MI | 07/2019 | 09/2019 |
| The Links At Hunter's Ridge | Howell | MI | 05/2019 | 07/2019 |
| Links At Hunters Ridge | Howell | MI | 05/2018 | 08/2018 |
| Unemployed | Fowlerville | MI | 10/2014 | 04/2018 |
| Dfcu | Livonia | MI | 12/2025 | Present |
| Lpl Financial Llc | Livonia | MI | 12/2025 | Present |
1- 12/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name DFCU Financial Partners Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-14 |
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