Best Investors Account Sign in

Ethan Vincent Gilbert

LPl Financial LLC

Austin, TX

Austin, TX

San Diego, CA

CRD 6872532

Claim This Profile
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
TX RA APPROVED 2026-02-19
  • TX RA
    APPROVED
    Since 2026-02-19

Branch Locations

4810 Spicewood Springs Road Suite 100, Austin, TX 78759 • United States

4810 Spicewood Springs Road, Suite 100, Austin, TX 78759 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • 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
Securian Financial Services Inc St Paul MN 10/2017 02/2018
North Star Consultants Of Tx Austin TX 10/2017 02/2018
Securian Financial Services Inc St Paul MN 02/2018 02/2020
Minnesota Life Insurance Co St Paul MN 02/2018 02/2020
North Star Counsultants Of Tx Austin TX 10/2017 02/2019
Unemployed Leander TX 08/2017 10/2017
Austin Junior Volleyball Sports Center Cedar Park TX 06/2017 08/2017
Saint Edwards University Austin TX 08/2013 05/2017
North Star Consultants Of Texas Austin TX 02/2019 02/2020
Fort Wealth Management, Llc Austin TX 03/2020 02/2021
Fsc Securities Corporation Austin TX 10/2021 11/2023
Aspiriant Llc Austin TX 05/2021 10/2021
Unemployed Austin TX 02/2021 05/2021
Osaic Wealth, Inc. Austin TX 11/2023 02/2026
Lpl Financial Llc Austin TX 02/2026 Present
  • 10/2017 → 02/2018
    Securian Financial Services Inc
    St Paul, MN
  • 10/2017 → 02/2018
    North Star Consultants Of Tx
    Austin, TX
  • 02/2018 → 02/2020
    Securian Financial Services Inc
    St Paul, MN
  • 02/2018 → 02/2020
    Minnesota Life Insurance Co
    St Paul, MN
  • 10/2017 → 02/2019
    North Star Counsultants Of Tx
    Austin, TX
  • 08/2017 → 10/2017
    Unemployed
    Leander, TX
  • 06/2017 → 08/2017
    Austin Junior Volleyball Sports Center
    Cedar Park, TX
  • 08/2013 → 05/2017
    Saint Edwards University
    Austin, TX
  • 02/2019 → 02/2020
    North Star Consultants Of Texas
    Austin, TX
  • 03/2020 → 02/2021
    Fort Wealth Management, Llc
    Austin, TX
  • 10/2021 → 11/2023
    Fsc Securities Corporation
    Austin, TX
  • 05/2021 → 10/2021
    Aspiriant Llc
    Austin, TX
  • 02/2021 → 05/2021
    Unemployed
    Austin, TX
  • 11/2023 → 02/2026
    Austin, TX
  • 02/2026 → Present
    Austin, TX
Previous Registrations
  • 2025-04-21 → 2026-02-24
    Austin, TX
  • 2020-03-27 → 2021-03-02
    Austin, TX
  • 2019-05-23 → 2020-04-02
    Securian Financial Services, Inc.
    Austin, TX
  • 2019-05-23 → 2020-04-02
    Cri Securities, Llc
    Austin, TX
Other Businesses

1. 02/2026 - Austin National Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 2/18/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-03
  • S66 Uniform Combined State Law Examination
    2019-05-03
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Austin, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor