Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-10 |
Branch Locations
1746 Cole Blvd, Ste 225, Lakewood, CO 80401 • United States
Arvada, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthclarity | Lakewood | CO | 07/2021 | Present |
| Adams 12 Five Star Schools, Legacy High School | Broomfield | CO | 08/2020 | 06/2021 |
| Park County Re2 School District, South Park High School | Fairplay | CO | 09/1990 | 06/2020 |
| Lpl Financial Llc | Lakewood | CO | 07/2021 | Present |
1)03/04/2024 - Short Term Rental Property - Real Estate Rental - Co-owner - CO 80440 - Investment related - 4% Time spent - Start date: 09/01/2023. 2)03/04/2024 - Wealthy Clarity / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 80 Hrs per month / 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-09 |
Reach out to this advisor