Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| WA | RA | APPROVED | 2006-10-05 |
Branch Locations
1401 10Th Street, Bellingham, WA 98225-6623 • United States
5400 Carillon Point Building 5000, 4Th Floor, Kirkland, WA 98033 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco Private Ledger | Bellingham | WA | 10/2006 | Present |
1. 12/11/2006 - DBA ONLY - PACKO PRIVATE WEALTH MANAGEMENT, INC. - BELLINGHAM, WA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-20 |
Reach out to this advisor