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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pearson | Remote | NJ | 04/2021 | 08/2025 |
| Distinctive Voice And Data | Cedar Grove | NJ | 08/2021 | 12/2025 |
| Northern Highlands Regional High School | Allendale | NJ | 09/2018 | 02/2020 |
| Indian Trail Club | Franklin Lakes | NJ | 05/2012 | 09/2019 |
| Extended Travel | Selbyville | DE | 02/2020 | 04/2021 |
| University | Selbyville | DE | 02/2020 | 04/2021 |
| Lpl Financial Llc | Wallington | NJ | 12/2025 | Present |
| Polish & Slavic Fcu | Wallington | NJ | 12/2025 | Present |
1: 12/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name PSFCU Wealth Management - Inv Related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-09 |
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