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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
830 N. Main Steet; Suite 210, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Meridian | ID | 03/1986 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Eagle | ID | 06/1990 | 07/2021 |
| Meridian Lions Club | Meridian | ID | 01/1989 | 06/2019 |
| Beehler Asset Management, Llc | Eagle | ID | 01/2009 | 07/2021 |
| Miss Rodeo America Inc | Colorado Springs | CO | 01/2020 | 07/2021 |
| Lpl Financial Llc | Meridian | ID | 07/2021 | Present |
1. 08/19/2021 - Beehler Asset Management, LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 01/2006 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-07 |
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