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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-04 |
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
11714 Northeast 62Nd Terrace Ste 100, The Villages, FL 32162 • United States
215 Se 8Th St Ste 100, Ocala, FL 34471 • United States
2765 Brownwood Boulevard, The Villages, FL 32163 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Ocala | FL | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | The Villages | FL | 03/2020 | 02/2026 |
| Lpl Financial Llc | The Villages | FL | 02/2026 | Present |
1) 01/2026 - Cebert Wealth - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 02/02/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-14 |
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