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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2009-03-06 |
Branch Locations
5048 Tennyson Parkway Ste 250, Plano, TX 75024 • United States
Frisco, TX • 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, Llc | Plano | TX | 02/2009 | Present |
1. 6/21/2010: DBA ONLY - WEILBACHER WEALTH MANAGEMENT - PLANO, TX.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-15 |
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