Lord Byran Degraffenreid

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2004 → Present
  Lpl Financial, Llc
  Troy, MI

Previous Registrations

• 2003-03-27 → 2003-10-09
  Banc One Securities Corporation
  Livonia , MI

Other Businesses

1. 4/15/2008 - LORD BYRAN DEGRAFFENREID, S-CORP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 2/27/2013 - LEGACY WEALTH MANAGEMENT GROUP, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100% - PARTNER AND CO-OWNER OF LEGACY WEALTH MANAGEMENT GROUP, LLC. 3. 08/09/2019 - No business name - Investment related - At reported business location(s) - Notary Public - start date:05/01/2018 - 1 hr/mo - 0 hrs during trading. 4. 3/25/2020 - ZION INVESTMENT PROPERTIES - Investment Related - Home Based - Real Estate Rental - Started 03/17/2020 - 0 Hours Per Month. 5. 08/25/2025- Famous Dave`s BBQ Franchise- Other - Partnership Group already approved by LPL - Not INV Related- At John's Creek, GA- Start date 06/03/2025- 15 Hours Per Month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  1998-12-15

Other Names

• Lord Bryan Degraffenreid
• Lord Byran Defraffenreid