Best Investors
Account
Sign in
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_RES | 2022-11-14 |
| GA | RA | APPROVED | 2022-10-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Cumming | GA | 09/2003 | 10/2022 |
| Raymond James Financial Services Advisors, Inc | Cumming | GA | 01/2009 | 10/2022 |
| Real Estate | Sardis | TN | 09/2012 | 12/2020 |
| Dave Camp & Associates Inc. | Cumming | GA | 09/2003 | Present |
| Lpl Financial Llc | Cumming | GA | 10/2022 | Present |
1- 10/2022 / Camp Financial Solutions / DBA for LPL Business (entity for LPL business) / Investment Related / Cumming, GA 2- 10/2022 / Dave Camp & Associates / Business Entity For Tax/Investment Purposes Only / Non Investment Related / Cumming, GA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-01-29 |
Reach out to this advisor