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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-15 |
Branch Locations
2760 East West Connector Sw, Austell, GA 30106 • United States
2905 Atlanta Rd., Suite 1200, Smyrna, GA 30080 • United States
5875 Wendy Bagwell Parkway, Hiram, GA 30141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2010 | 10/2019 |
| Cuso Financial Services,Lp | San Diego | CA | 10/2019 | Present |
| Lge Community Credit Union | Austell | GA | 10/2019 | Present |
| Lpl Financial Llc | Austell | GA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-12 |
Reach out to this advisor