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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2010-08-10 |
| TX | RA | APPROVED_RES | 2006-03-17 |
Branch Locations
30100 Telegraph #456, Bingham Farms, MI 48025 • 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 |
|---|---|---|---|---|
| Lpl Financial Corporation | Bingham Farms | MI | 02/2003 | Present |
| Future Benefits Planning Corp. | Bingham Farms | MI | 02/2003 | Present |
(1) 12/19/2002 - DBA ONLY - FUTURE BENEFITS CORPORATION - BINGHAM FARMS, MI (2) 02/06/2003 - REGISTERED INVESTMENT ADVISOR - FUTURE BENEFITS PLANNING CORPORATION - BINGHAM FARMS, MI (3) 06/19/2013 - FUTURE BENEFITS CORPORATION - NON-VARIABLE INSURANCE DBA - FUTURE BENEFITS CORPORATION - PROVIDING FIXED INSURANCE PRODUCTS AND GROUP MEDICAL, DENTAL, LIFE, DISABILITY, ETC. - 15% OF TIME SPENT - BINGHAM FARMS, MI
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-09-15 |
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