Lawrence Rembert Mickle

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

• 05/2012 → 11/2016
  Wells Fargo Advisors, Llc
  Pawleys Island, SC
• 05/2012 → 06/2018
  Wells Fargo Bank, Na
  Pawleys Island, SC
• 11/2016 → 06/2018
  Wells Fargo Clearing Services, Llc
  Pawleys Island, SC
• 11/2018 → 09/2019
  Capital Investment Group Inc
  Raleigh, NC
• 11/2018 → 09/2019
  Capital Investment Advisory Services Llc
  Raleigh, NC
• 07/2018 → 11/2018
  Unemployed
  Pawleys Island, SC
• 09/2019 → 10/2020
  Granite Quarry Direct
  Murrells Inlet, SC
• 09/2019 → 10/2023
  Self-Employed
  Pawleys Island, SC
• 05/2021 → 11/2023
  Client One Securities, Llc
  Leawood, KS
• 11/2023 → 03/2026
  Kingsview Wealth Management Llc
  Murrells Inlet, SC
• 11/2023 → 03/2026
  Kingsview Partners Llc
  Grants Pass, OR
• 03/2026 → Present
  Lpl Financial Llc
  Murrells Inlet, SC

Previous Registrations

• 2023-11-01 → 2026-03-17
  Kingsview Wealth Management, Llc
  Murrells Inlet, SC
  Grants Pass, OR
  Myrtle Beach, SC
• 2021-05-05 → 2023-11-02
  Creativeone Securities, Llc
  Murrells Inlet, SC
  Mount Pleasant, SC
  Overland Park, KS
  Overland Park, KS
• 2018-11-20 → 2019-09-27
  Capital Investment Advisory Services, Llc
  Murrells Inlet, SC
• 2014-05-21 → 2018-07-09
  Wells Fargo Clearing Services, Llc
  Charleston, SC
  Pawleys Island, SC
  Georgetown, SC

Other Businesses

1. 03/2026 - COASTAL CAPITAL INVESTMENT SERVICES - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 80 Hour(s)/Month - 26 Hour(s) During Trading - Pawleys Island SC 29585 - OBA Start Date: 02/25/2026 2. 03/2026 - TIDELANDS WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 26 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 3/16/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-20
• S63 Uniform Securities Agent State Law Examination
  2011-04-15

Other Names

• L R Mickle
• Lawrence Rembert Mickle