Best Investors Account Sign in

Liam Maison

LPl Financial LLC

Richmond, VA

Alexandria, VA

North Chesterfield, VA

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-06-02
  • VA RA
    APPROVED
    Since 2023-06-02

Branch Locations

2065 Huguenot Rd, Richmond, VA 23235 • United States

118 S. Fairfax Street, Suite 1, Alexandria, VA 22314 • United States

2065 Huguenot Road, North Chesterfield, VA 23235 • 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 Alexandria VA 10/2022 Present
Burke And Herbert Bank Alexandria VA 06/2022 10/2022
James Madison University Harrisonburg VA 08/2018 05/2022
Envirotech Services, Inc. Greeley CO 07/2021 09/2021
Buffalo Wing Factory Chantilly VA 06/2018 08/2021
Infirst Federal Credit Union Alexandria VA 06/2019 08/2019
Chantilly High School Chantilly VA 09/2014 06/2018
Burke & Herbert Bank Alexandria VA 10/2022 Present
  • 10/2022 → Present
    Lpl Financial
    Alexandria, VA
  • 06/2022 → 10/2022
    Burke And Herbert Bank
    Alexandria, VA
  • 08/2018 → 05/2022
    James Madison University
    Harrisonburg, VA
  • 07/2021 → 09/2021
    Envirotech Services, Inc.
    Greeley, CO
  • 06/2018 → 08/2021
    Buffalo Wing Factory
    Chantilly, VA
  • 06/2019 → 08/2019
    Infirst Federal Credit Union
    Alexandria, VA
  • 09/2014 → 06/2018
    Chantilly High School
    Chantilly, VA
  • 10/2022 → Present
    Burke & Herbert Bank
    Alexandria, VA
Other Businesses

1- 10/2022 / Burke & Herbert Wealth Management / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / ALEXANDRIA, VA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-27
  • S66 Uniform Combined State Law Examination
    2023-03-27

View on SEC IAPD

Other Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

More in Richmond, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor