Caleb Parsley

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → Present
  Lpl Financial Llc
  Wylie, TX
• 01/2025 → 01/2025
  Unemployed
  Arlington, TX
• 07/2024 → 12/2024
  Cafe Americana
  Arlington, TX
• 10/2021 → 06/2024
  M&W Sales
  Arlington, TX
• 08/2019 → 09/2021
  Dallas Baptist University
  Dallas, TX
• 04/2019 → 07/2019
  Whataburger
  Arlington, TX
• 09/2018 → 03/2019
  Full Time Student
  Arlington, TX
• 04/2016 → 08/2018
  Delaware North
  Arlington, TX

Other Businesses

1. 08/2025 - Jal Dennis Group Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - 180 Hour(s)/Month - 7.5 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 08/26/2025 2. 08/2025 - Jal Dennis Group Investment Services - Notary - Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Wylie, TX 75098 - OBA Start Date: 03/10/2025

Exams

• S66 Uniform Combined State Law Examination
  2025-11-18