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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | College Station | TX | 03/2010 | 07/2025 |
| Lpl Financial Llc | College Station | TX | 07/2025 | Present |
1. 07/2025 - MEYER FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - College Station, TX - INV REL - Start Date 04/01/2005 - 240hrs/mth | 195hrs during trading 2. 07/2025 - MEYER RANCH - Farm - College Station, TX - NOT INV REL - Start Date 01/01/1999 - 10hrs/mth | 10hrs during trading 3. 07/2025 - BERNARD PASTURE RENTAL - Real Estate Rental - College Station, TX - NOT INV REL - Start Date 01/01/1999 - 5hrs/mth | 5hrs during trading 4. 07/2025 - STATION RENTAL - Real Estate Rental - College Station, TX - INV REL - Start Date 12/05/2023 - 5hrs/mth | 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-09 |
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