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Barry Edward Levan

LPl Financial LLC

Portland, OR

Beaverton, OR

CRD 1130895

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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
OR RA APPROVED 2024-05-01
  • OR RA
    APPROVED
    Since 2024-05-01

Branch Locations

Portland, OR • United States

1500 Nw Bethany Blvd Ste 180, Beaverton, OR 97006 • 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
Self Employed Portland OR 05/1982 Present
Crown Capital Securities Orange CA 11/2002 05/2024
Lpl Financial Llc Orange CA 05/2024 Present
  • 05/1982 → Present
    Self Employed
    Portland, OR
  • 11/2002 → 05/2024
    Crown Capital Securities
    Orange, CA
  • 05/2024 → Present
    Lpl Financial Llc
    Orange, CA
Previous Registrations
  • 2022-12-16 → 2024-05-01
    Crown Capital Securities, L.P.
    Portland, OR
    Portland, OR
    Orange, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-15
S63 Uniform Securities Agent State Law Examination 1984-08-22
  • S65 Uniform Investment Adviser Law Examination
    2022-12-15
  • S63 Uniform Securities Agent State Law Examination
    1984-08-22

View on SEC IAPD

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