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Savannah Grace Drummonds

LPl Financial LLC

Daphne, AL

CRD 8229030

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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

AuthorityCategoryStatusDate
AL RA APPROVED 2026-08-27
  • AL RA
    APPROVED
    Since 2026-08-27

Branch Locations

1415 Us Hwy 98, Daphne, AL 36526 • 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
OrganizationCityStateFromTo
Renasant Bank - Financial Services Daphne AL 02/2026 Present
Renasant Bank (Fka The First Bank) Foley AL 11/2023 02/2026
Le Creuset Of America Foley AL 08/2022 01/2024
Self Employed - Llc Foley AL 04/2022 09/2022
Oso Early Orange Beach Orange Beach AL 07/2021 04/2022
Fisher's Restaurant Orange Beach AL 06/2021 07/2021
Mcclure's Orange Beach AL 01/2021 06/2021
Auguste Escoffier School Of Culinary Arts Orange Beach AL 07/2020 10/2021
Transportation Insight Hickory NC 01/2020 07/2020
One Club Golf Gulf Shores AL 05/2019 01/2020
Lenoir Rhyne University Occupational Therapy Dept Hickory NC 08/2015 05/2019
Lenoir Rhyne University Hickory NC 08/2015 05/2019
Lpl Financial Daphne AL 02/2026 Present
  • 02/2026 → Present
    Renasant Bank - Financial Services
    Daphne, AL
  • 11/2023 → 02/2026
    Renasant Bank (Fka The First Bank)
    Foley, AL
  • 08/2022 → 01/2024
    Le Creuset Of America
    Foley, AL
  • 04/2022 → 09/2022
    Self Employed - Llc
    Foley, AL
  • 07/2021 → 04/2022
    Oso Early Orange Beach
    Orange Beach, AL
  • 06/2021 → 07/2021
    Fisher's Restaurant
    Orange Beach, AL
  • 01/2021 → 06/2021
    Mcclure's
    Orange Beach, AL
  • 07/2020 → 10/2021
    Auguste Escoffier School Of Culinary Arts
    Orange Beach, AL
  • 01/2020 → 07/2020
    Transportation Insight
    Hickory, NC
  • 05/2019 → 01/2020
    One Club Golf
    Gulf Shores, AL
  • 08/2015 → 05/2019
    Lenoir Rhyne University Occupational Therapy Dept
    Hickory, NC
  • 08/2015 → 05/2019
    Lenoir Rhyne University
    Hickory, NC
  • 02/2026 → Present
    Lpl Financial
    Daphne, AL
Other Businesses

1. 05/2026 - Renasant Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Nashville TN 37203 - OBA Start Date: 5/8/2026 2. 05/2026 - Renasant Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Nashville TN 37203 - OBA Start Date: 5/8/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-26
  • S66 Uniform Combined State Law Examination
    2026-08-26
Other Names
  • Savannah Grace Fristoe
  • Savannah Drummonds

View on SEC IAPD

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