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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-15 |
Branch Locations
88 Sw Industrial Way, Bend, OR 97702 • United States
743 Hines Blvd, Burns, OR 97720 • United States
825 Sw 17Th Street, Redmond, OR 97756 • United States
255 Nw Oak Tree Lane, Redmond, OR 97756 • United States
2465 Nw Thurman, Portland, OR 97210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2017 | 02/2021 |
| Us Bank | Bend | OR | 04/2016 | 02/2017 |
| Unemployed | Bend | OR | 02/2017 | 10/2017 |
| Selco Community Credit Union | Bend | OR | 02/2021 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 02/2021 | 05/2025 |
| Lpl Financial Llc | Burns | OR | 05/2025 | Present |
1 - 06/2025 - SELCO Investment & Retirement Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-31 |
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