Elizabeth Basinger Stevens

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 04/2019
  Sandlapper Securities, Llc
  Greenville, SC
• 01/2015 → 04/2019
  Sandlapper Wealth Management, Llc
  Austin, GA
• 04/2019 → 01/2022
  Nextrend Securities, Inc.
  Austin, TX
• 01/2022 → 09/2022
  Coastal Equities, Inc.
  Wilmington, DE
• 01/2022 → 09/2022
  Coastal Investment Advisors, Inc.
  Wilmington, DE
• 01/2023 → 01/2023
  Hines Securities Inc
  Houston, TX
• 09/2022 → 12/2022
  Unemployed
  Buda, TX
• 04/2023 → Present
  Lpl Financial Llc
  Buda, TX

Previous Registrations

• 2022-01-13 → 2022-09-16
  Realta Investment Advisors, Inc
  Wilmington, DE
  Buda, TX
• 2014-07-01 → 2019-04-22
  Colony Park Financial Services Llc.
  Buda, TX
  Greenville, SC
• 2012-07-02 → 2014-04-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 2009-01-02 → 2012-07-02
  Raymond James Financial Services Advisors, Inc
  Dripping Springs, TX
• 2005-10-24 → 2009-01-02
  Raymond James Financial Services, Inc.
  Dripping Springs, TX
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2005-10-18
• S63 Uniform Securities Agent State Law Examination
  1984-11-15

Other Names

• Elizabeth Rogers Basinger
• Elizabeth R Stevens