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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-03 |
| OR | RA | APPROVED | 2026-02-27 |
Branch Locations
3950 Fairview Industrial Dr Se Ste 220, Salem, OR 97302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dutch Bros Coffee | Albany | OR | 06/2020 | 04/2023 |
| Oregon Ffa Association | Corvallis | OR | 04/2023 | 09/2023 |
| Vsi | Albany | OR | 09/2023 | 07/2024 |
| Lpl Financial | Salem | OR | 07/2024 | Present |
| Student | Albany | OR | 09/2013 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-20 |
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