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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 | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
| UT | RA | APPROVED | 2025-05-01 |
| VA | RA | APPROVED | 2025-05-01 |
Branch Locations
915 Highland Pointe Dr Ste 150 Suite 150, Roseville, CA 95678 • United States
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 |
|---|---|---|---|---|
| Scf Securities, Inc. | Fresno | CA | 11/2015 | 05/2025 |
| Scf Investment Advisors, Inc. | Fresno | CA | 11/2015 | 05/2025 |
| Lpl Financial Llc | Roseville | CA | 05/2025 | Present |
1. 05/01/2025-Andrew Marrach- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/01/1999- 24 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-28 |
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