Dean Allan Gambrell

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 08/2020
  Gambrell Financial Advisor
  Birmingham, AL
• 07/2013 → 08/2020
  Securities Service Network, Inc
  Birmingham, AL
• 09/2020 → Present
  Lpl Financial, Llc
  Birmingham, AL

Previous Registrations

• 2013-10-16 → 2020-09-02
  Ssn Advisory, Inc.
  Birmingham, AL

Other Businesses

1)07/2013 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - GAMBRELL FINANCIAL ADVISORS, INC - INVESTMENT RELATED - BIRMINGHAM, AL 2)10/14/2022 - Gambrell Tax Advisors, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Sole Owner, Sole Operator, Tax Preparer - Start Date - 01/01/2017 - 10 Hours Per Month/0 Hours During Securities Trading 3) 12/18/2024 - Not Investment Related - Other - Notary - At Reported Business Location(s) - Start Date: 08/24/2023 - 0 Hours Per Month/0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2013-08-22

Other Names

• Dean Allan Gambrell
• Allan Gambrell
• Dean Gambrell
• D Allan Gambrell
• D Allan Gambrell