Andrew Gordon Bacharach

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

Authority	Category	Status	Date
FL	RA	APPROVED	2023-10-30

FL RA
APPROVED

Since 2023-10-30

Branch Locations

Brandon, FL • 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

Organization	City	State	From	To
Fifth Third Bank	Tampa	FL	08/2015	10/2023
Twin Farms	Barnard	VT	09/2013	05/2023
Lpl Financial Llc	Tampa	FL	10/2023	Present

08/2015 → 10/2023

Fifth Third Bank

Tampa, FL
09/2013 → 05/2023

Twin Farms

Barnard, VT
10/2023 → Present

Lpl Financial Llc

Tampa, FL

Other Businesses

1) 04/08/2025 - Birchveil Estate, LLC - Not Investment Related - Other - Real Estate Holding Company - None - Start date: 03/17/2025 - Birchveil Estate, LLC - 1 Hrs/Mth - 0 Hrs During Trading. 2) 10/14/2025 - A Celestial Chalet, LLC - Investment Related - Real Estate Rental - Old Fort, NC - Start date :04/01/2022 - 40 Hrs/Mth - 0 Hrs During Trading.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-05-24
S65	Uniform Investment Adviser Law Examination	2023-10-27

S63 Uniform Securities Agent State Law Examination

2024-05-24
S65 Uniform Investment Adviser Law Examination

2023-10-27

View on SEC IAPD