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Janice Marie Myers

LPl Financial LLC

Dalton Gardens, ID

Kimberling City, MO

CRD 1544962

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2022-04-26
ID RA APPROVED 2021-02-02
TX RA APPROVED 2021-02-02
  • MO RA
    APPROVED
    Since 2022-04-26
  • ID RA
    APPROVED
    Since 2021-02-02
  • TX RA
    APPROVED
    Since 2021-02-02

Branch Locations

Dalton Gardens, ID • United States

Kimberling City, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Wichita KS 05/2009 11/2016
Wells Fargo Clearing Services, Llc Wichita KS 11/2016 12/2020
Lpl Financial Coeur D Alene ID 01/2021 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Wichita, KS
  • 11/2016 → 12/2020
    Wells Fargo Clearing Services, Llc
    Wichita, KS
  • 01/2021 → Present
    Lpl Financial
    Coeur D Alene, ID
Previous Registrations
  • 2008-01-01 → 2021-01-13
    Wells Fargo Clearing Services, Llc
    Wichita, KS
    Coeur D'ALene, ID
  • 2005-09-08 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Wichita, KS
    Wichita, KS
    St. Louis, MO
Other Businesses

1)01/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - CLARITY WEALTH STRATEGIES - INVESTMENT RELATED - DALTON GARDENS, ID 83815

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-06
S63 Uniform Securities Agent State Law Examination 2000-12-21
  • S66 Uniform Combined State Law Examination
    2005-09-06
  • S63 Uniform Securities Agent State Law Examination
    2000-12-21
Other Names
  • Janice Marie Ingram
  • Janice Marie Maddox

View on SEC IAPD

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