Cecily Berry

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
TN	RA	APPROVED	2026-02-11

TN RA
APPROVED

Since 2026-02-11

Branch Locations

7640 Poplar, Germantown, TN 38138 • 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
First Horizon Advisors	Germantown	TN	06/2025	Present
Union University	Jackson	TN	08/2021	05/2025
Ridgeway Country Club	Germantown	TN	01/2022	08/2022
Union University	Jackson	TN	08/2022	05/2024
Collierville Highschool	Collierville	TN	08/2019	05/2021
Loganville Christian Academy	Loganville	GA	08/2016	05/2019
Lpl Financial Llc	Germantown	TN	06/2025	Present

06/2025 → Present

First Horizon Advisors

Germantown, TN
08/2021 → 05/2025

Union University

Jackson, TN
01/2022 → 08/2022

Ridgeway Country Club

Germantown, TN
08/2022 → 05/2024

Union University

Jackson, TN
08/2019 → 05/2021

Collierville Highschool

Collierville, TN
08/2016 → 05/2019

Loganville Christian Academy

Loganville, GA
06/2025 → Present

Lpl Financial Llc

Germantown, TN

Other Businesses

1) 09/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors Inv Related / At reported business location (s)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-02

S66 Uniform Combined State Law Examination

2026-02-02

View on SEC IAPD