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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 | 2026-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 03/2014 | 12/2019 |
| Edward Jones | St. Louis | MO | 12/2019 | 03/2023 |
| Ameriprise Financial Services, Llc | La Porte | TX | 03/2023 | 08/2026 |
| Lpl Financial Llc | La Porte | TX | 08/2026 | Present |
1. 07/2026 - Yackell Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 80 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/5/2026 2. 07/2026 - Yackell Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 200 Hour(s)/Month – 80 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/5/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-03 |
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