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Brice Douglas Silver

LPl Financial LLC

Atlanta, GA

Atlanta, GA

CRD 6339090

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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

AuthorityCategoryStatusDate
GA RA APPROVED 2023-09-01
  • GA RA
    APPROVED
    Since 2023-09-01

Branch Locations

200 Ashford Ctr N Ste 400, Atlanta, GA 30338 • United States

Atlanta, GA • 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
OrganizationCityStateFromTo
Lpl Financial, Llc Atlanta GA 01/2022 Present
Integrated Financial Group Atlanta GA 11/2019 Present
Integrated Financial Group Atlanta GA 12/2017 11/2019
Integrated Financial Group Atlanta GA 08/2017 12/2017
Vsolvit Ventura CA 07/2015 08/2017
Integrated Financial Group Atlanta GA 08/2014 08/2017
Lpl Financial Llc Atlanta GA 05/2014 01/2022
Ifg Advisory, Llc Altanta GA 10/2022 Present
  • 01/2022 → Present
    Atlanta, GA
  • 11/2019 → Present
    Integrated Financial Group
    Atlanta, GA
  • 12/2017 → 11/2019
    Integrated Financial Group
    Atlanta, GA
  • 08/2017 → 12/2017
    Integrated Financial Group
    Atlanta, GA
  • 07/2015 → 08/2017
    Vsolvit
    Ventura, CA
  • 08/2014 → 08/2017
    Integrated Financial Group
    Atlanta, GA
  • 05/2014 → 01/2022
    Atlanta, GA
  • 10/2022 → Present
    Altanta, GA
Previous Registrations
Other Businesses

1. 1/31/2022 - Integrated Financial Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 02/28/2022 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date: 01/2022 - 160 Hours Per Month/160 Hours During Securities Trading - Time Spent 100% - I provide administrative support to IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 01/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-23
  • S66 Uniform Combined State Law Examination
    2022-09-23

View on SEC IAPD

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