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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-17 |
Branch Locations
4031 Aspen Grove Dr Ste 330, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Franklin | TN | 08/2014 | 08/2018 |
| Grace Christian Academy | Franklin | TN | 08/2018 | 05/2021 |
| Belmont University | Nashville | TN | 08/2021 | 05/2025 |
| Toca Football | Franklin | TN | 05/2022 | 08/2022 |
| Grayline Tennessee | Nashville | TN | 05/2024 | 08/2024 |
| Hattie B's Hot Chicken | Nashville | TN | 01/2025 | 06/2025 |
| Lpl Financial | Franklin | TN | 10/2025 | Present |
| N/A | Nashville | TN | 06/2025 | 10/2025 |
1) 2026-05-01 - Grace Christian Academy - Coach/ Sports/ Fitness - N - 40 - 0 - Franklin TN - 2026-04-29 - I am an assistant boys soccer coach to a highschool team (Grace Christian Academy). I plan training sessions and help with tactics for games.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
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