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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-12 |
| NJ | RA | APPROVED | 2025-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cinnaminson Boe | Cinnaminson | NJ | 09/2015 | Present |
| Lpl Financial, Llc | Marlton | NJ | 01/2025 | Present |
1)09/11/2024 - Pelerin Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)09/11/2024 - Train with Marc, LLC - Online Running Coach. I write training plans for distance runners - Non-Inv Rel - Cherry Hill, NJ - Start: 01/2011 - 15 Hr/Mth 3)09/11/2024 - Cinnaminson Middle School - Public School Teacher i- Non Inv Rel- Cinnaminson, NJ - Start: 09/2024 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-02 |
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