Best Investors Account Sign in

Amy Grace Welborn

LPl Financial LLC

Raleigh, NC

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-29
  • NC RA
    APPROVED
    Since 2026-07-29

Branch Locations

343 East Six Forks Rd Ste 100, Raleigh, NC 27609 • 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
Steward Wealth Strategies Raleigh NC 04/2017 Present
Meredith College Raleigh NC 08/2015 04/2017
Fsc Securites Corp Raleigh NC 04/2019 11/2023
Osaic Wealth, Inc. Raleigh NC 11/2023 07/2026
Lpl Financial Llc Raleigh NC 07/2026 Present
  • 04/2017 → Present
    Steward Wealth Strategies
    Raleigh, NC
  • 08/2015 → 04/2017
    Meredith College
    Raleigh, NC
  • 04/2019 → 11/2023
    Fsc Securites Corp
    Raleigh, NC
  • 11/2023 → 07/2026
    Raleigh, NC
  • 07/2026 → Present
    Raleigh, NC
Previous Registrations
  • 2023-11-03 → 2026-07-31
    Raleigh, NC
  • 2020-03-09 → 2023-11-03
    Fsc Securities Corporation
    Raleigh, NC
Other Businesses

1. 07/2026 - Steward Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 130 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 07/28/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-07
  • S66 Uniform Combined State Law Examination
    2020-03-07
Designations
Other Names
  • Amy Grace Welborn
  • Amy Grace Burke

View on SEC IAPD

More in Raleigh, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor