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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-17 |
Branch Locations
300 Mt. Lebanon Boulevard Ste. 2215, Pittsburgh, PA 15234 • United States
300 Mt Lebanon Blvd Ste 2215, Pittsburg, PA 15234 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Pittsburgh | PA | 07/2008 | 05/2024 |
| Lpl Financial Llc | Pittsburgh | PA | 05/2024 | Present |
1) 05/03/2024 - Daniel A. Mackey Financial Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 80 Hours per month. 2) 05/03/2024 - Daniel A. Mackey CLU ChFC Financial Services - Non-Variable Insurance - Life Insurance - Selling: Life Insurance and Disability Insurance, Mutual Trust Life, AuguStar, Illinois Mutual, Lincoln Life - Investment related - 8 Hours per month - Start date: 04/01/1996.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-07-27 |
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