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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 | 2026-05-13 |
Branch Locations
925 Harlow Road, Springfield, OR 97477 • United States
3630 West 11Th Avenue, Eugene, OR 97402 • United States
1823 14Th Se, Albany, OR 97322 • United States
3833 Commercial St Se, Salem, OR 97302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hyster Financial Group | Eugene | OR | 07/2023 | 12/2024 |
| Securities America, Inc. | Eugene | OR | 01/2024 | 06/2024 |
| Fbi | Washington | DC | 06/2009 | 07/2023 |
| Osaic Wealth, Inc. | Eugene | OR | 06/2024 | 12/2024 |
| Thrivent Investment Management Inc | Eugene | OR | 12/2024 | 02/2025 |
| Thrivent Financial | Appleton | WI | 12/2024 | 02/2025 |
| Fedex | Springfield | OR | 06/2025 | 07/2025 |
| Selco Community Credit Union | Springfield | OR | 07/2025 | Present |
| Doordash | Springfield | OR | 02/2025 | 06/2025 |
| Lpl Financial | Springfield | OR | 05/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name SELCO Investment & Retirement Services - Inv Rel - At Reported Business Location (s) - Start Date: 5/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-21 |
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