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Bryan Keith Shevak

LPl Financial LLC

Boca Raton, FL

CRD 1038351

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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
TX RA APPROVED_RES 2017-03-13
FL RA APPROVED 1999-01-20
  • TX RA
    APPROVED_RES
    Since 2017-03-13
  • FL RA
    APPROVED
    Since 1999-01-20

Branch Locations

Boca Raton, FL • 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
Linsco/Private Ledger Corp. Melville NY 12/1998 Present
  • 12/1998 → Present
    Linsco/Private Ledger Corp.
    Melville, NY
Other Businesses

1. 08-27-10 - DBA SHEVAK FINANCIAL SERVICES

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-04-16
  • S63 Uniform Securities Agent State Law Examination
    1987-04-16
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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