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 |
|---|---|---|---|
| NV | RA | APPROVED | 2025-12-16 |
Branch Locations
3027 East Warm Springs Rd #100, Las Vegas, NV 89120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Minneapolis | MN | 09/2022 | 06/2023 |
| Cpsi | Columbia | IL | 03/2012 | 08/2022 |
| Lpl Financial | Las Vegas | NV | 07/2023 | Present |
1)07/21/2023 - Danielson Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2023 2)07/21/2023 - COMPUTER POWER SOLUTIONS OF ILLINOIS - Junior Developer Consultant - Non-Inv Rel - Columbia, IL - Start: 12/2022 - 40 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-09 |
Reach out to this advisor