Whitney Blair Burch

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2021-11-15
GA	RA	APPROVED	2021-10-08

NC RA
APPROVED

Since 2021-11-15
GA RA
APPROVED

Since 2021-10-08

Branch Locations

177 Highway 515 East, Blairsville, GA 30512 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Invest Financial Corporation	Tampa	FL	10/2010	02/2018
United Community Advisor Services	Blairsville	GA	10/2010	Present
Lpl Financial Llc	Blairsville	GA	02/2018	Present

10/2010 → 02/2018

Invest Financial Corporation

Tampa, FL
10/2010 → Present

United Community Advisor Services

Blairsville, GA
02/2018 → Present

Lpl Financial Llc

Blairsville, GA

Other Businesses

1) 05/22/2025 - United Community Advisors - Inv. Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:08/02/2023 - 160 Hrs/Mth - 120 Hrs During Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-04
S63	Uniform Securities Agent State Law Examination	2012-03-30

S66 Uniform Combined State Law Examination

2021-10-04
S63 Uniform Securities Agent State Law Examination

2012-03-30

Other Names

Whitney Blair Barrett

View on SEC IAPD