Lanie Mccoy Kipp

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

Authority	Category	Status	Date
LA	RA	APPROVED	2026-07-29
TX	RA	APPROVED	2026-07-29

LA RA
APPROVED

Since 2026-07-29
TX RA
APPROVED

Since 2026-07-29

Branch Locations

1120 Jefferson Terrace, New Iberia, LA 70560 • 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

Organization	City	State	From	To
First Horizon Bank	New Iberia	LA	01/2020	Present
Cardiovascular Institute Of The South	Lafayette	LA	02/2017	01/2020
Fastenal Company	New Iberia	LA	08/2015	02/2017
Lpl Financial Llc	New Iberia	LA	02/2026	Present

01/2020 → Present

First Horizon Bank

New Iberia, LA
02/2017 → 01/2020

Cardiovascular Institute Of The South

Lafayette, LA
08/2015 → 02/2017

Fastenal Company

New Iberia, LA
02/2026 → Present

Lpl Financial Llc

New Iberia, LA

Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At Reported Business Location(s) - Start Date: 02/2026 2. 02/2026 - First Horizon Advisors - Financial Institution Duty - Investment Related - 100 Hrs/Mth - 100 Hrs During Trading - New Iberia, LA 70560 - OBA Start Date: 02/13/2026

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-28

S66 Uniform Combined State Law Examination

2026-07-28

Other Names

Lanie Anne Mccoy

View on SEC IAPD