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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-11 |
| FL | RA | APPROVED | 2019-06-18 |
Branch Locations
Green Cove Springs, FL • United States
76 S Laura St, Jacksonville, FL 32202 • United States
2762 Blanding Blvd, Middleburg, FL 32068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2013 | 05/2019 |
| Lpl Financial Llc | Middleburg | FL | 06/2019 | Present |
| Vystar Credit Union | Middleburg | FL | 06/2019 | Present |
1)04/29/2019 - VyStar Investment Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 06/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-08 |
Reach out to this advisor