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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Cherry Hill | NJ | 07/2013 | 09/2024 |
| Lpl Financial, Llc | Cherry Hill | NJ | 09/2024 | Present |
1 - 08/2024 - Chambers Wealth Management Services - Non-Variable Insurance - Inv Related - 30 Hours/Month - NJ 08003 - OBA Start Date: 08/08/2024. 2. 10/22/2025- Chambers Wealth Management- DBA for LPL Business (entity for LPL business)- Chambers Wealth Management Services- INV Related- At Reported Business Location(s)- Start date 09/11/2024- 15 Hours Per Month- 15 Hours During Trading
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