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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2019-03-15 |
Branch Locations
2510 Nw Edenbower Blvd Ste 164, Roseburg, OR 97471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Java Run Llc | Roseburg | OR | 06/2013 | 12/2017 |
| Bentley Financial Management | Roseburg | OR | 12/2017 | 01/2019 |
| Lpl Financial | Roseburg | OR | 01/2019 | Present |
1)01/2019 - DBA for LPL Business (entity for LPL business) - Bentley Financial Management - 100% - INVESTMENT RELATED - ROSEBURG, OR 97471
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-08 |
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