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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-23 |
| WA | RA | APPROVED | 2020-03-19 |
| CA | RA | APPROVED | 2015-11-16 |
Branch Locations
129 Cabrillo Street, Suite 103, Costa Mesa, CA 92627 • United States
Huntington Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boyer Financial Services | Huntington Beach | CA | 08/2018 | 09/2019 |
| Fellowship Of Christian Athletes | Kansas City | MO | 01/2010 | 12/2016 |
| Lpl Financial, Llc | Huntington Beach | CA | 08/2015 | Present |
| Boyer Financial Services | Huntington Beach | CA | 01/2010 | 08/2018 |
1. 10/17/2019 - Selah Portfolios & Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/15/2019 - 160 Hours Per Month/6 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-14 |
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