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Lloyd Thomas Church

LPl Financial LLC

Phoenix, AZ

CRD 2566468

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-03
AZ RA APPROVED 2025-10-31
  • TX RA
    APPROVED_RES
    Since 2025-11-03
  • AZ RA
    APPROVED
    Since 2025-10-31

Branch Locations

Phoenix, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Scottsdale AZ 03/2010 10/2025
Raymond James Financial Services Advisors, Inc. Scottsdale AZ 03/2010 10/2025
Raymond James Financial Services Trapper Creek AK 06/2025 10/2025
Raymond James Financial Services Advisors, Inc. Trapper Creek AK 06/2025 10/2025
Lpl Financial Phoenix AZ 10/2025 Present
Previous Registrations
Other Businesses

1.10/2025 - LTC ENTERPIRSE - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 160 Hour(s)/Month - 8-5 Hour(s) During Trading - PHOENIX, AZ 85032 - OBA Start Date: 03/01/2010 2.10/2025 - Rental Property - Real Estate Rental - Investment Related - 5 Hour(s)/Month - 0 Hour(s) During Trading - Anchorage, AK 99577 - OBA Start Date: 07/01/2020

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-02-11
S63 Uniform Securities Agent State Law Examination 1995-01-27
  • S65 Uniform Investment Adviser Law Examination
    2009-02-11
  • S63 Uniform Securities Agent State Law Examination
    1995-01-27
Other Names
  • Chip Church

View on SEC IAPD

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