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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 |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2024-04-25 |
Branch Locations
10620 Treena St,, San Diego, CA 92131 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quest Accounting & Financial Services, Inc. | San Diego | CA | 04/2018 | Present |
| The Argen Corporation | San Diego | CA | 09/1998 | 04/2018 |
| Lpl Financial Llc | San Diego | CA | 04/2024 | Present |
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