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Danny Lynn Woodall

LPl Financial LLC

Mabelvale, AR

CRD 1661336

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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
AR RA APPROVED 2019-11-05
TX RA APPROVED_RES 2019-10-29
  • AR RA
    APPROVED
    Since 2019-11-05
  • TX RA
    APPROVED_RES
    Since 2019-10-29

Branch Locations

Mabelvale, AR • 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
Fortis Investors, Inc. Mabelvale AR 11/1991 10/2019
Lpl Financial, Llc Mabelvale AR 10/2019 Present
  • 11/1991 → 10/2019
    Fortis Investors, Inc.
    Mabelvale, AR
  • 10/2019 → Present
    Lpl Financial, Llc
    Mabelvale, AR
Previous Registrations
  • 2017-05-17 → 2019-11-04
    Woodbury Financial Services, Inc.
    Mabelvale, AR
    Mabelvale, AR
Other Businesses

1. 01/01/1995 - DANNY WOODALL/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 0%/ MABELVALE, AR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-24
S63 Uniform Securities Agent State Law Examination 1987-09-28
  • S66 Uniform Combined State Law Examination
    2017-04-24
  • S63 Uniform Securities Agent State Law Examination
    1987-09-28

View on SEC IAPD

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