Moreland Binford Bell

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

• 11/2011 → 07/2023
  Ameriprise Financial Services, Inc.
  Atlanta, GA
• 07/2023 → Present
  Lpl Financial Llc
  Atlanta, GA

Previous Registrations

• 2011-11-18 → 2023-07-11
  Ameriprise Financial Services, Llc
  Atlanta, GA
• 2006-11-17 → 2011-12-02
  Rbc Capital Markets, Llc
  Atlanta, GA
• 2002-06-04 → 2006-11-30
  Banc Of America Investment Services, Inc.
  Norcross, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

1) 06/26/2023 - Integrated Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 03/06/2024 - Binford Wealth Planning - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date 02/20/2024 - 160 Hours Per Month/ 8 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-09-06
• S63 Uniform Securities Agent State Law Examination
  1991-04-08