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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-23 |
| CO | RA | APPROVED | 2026-02-20 |
| TX | RA | APPROVED | 2026-02-20 |
Branch Locations
16452 Highway 331 South, Freeport, FL 32439 • United States
9461 Us Hwy 98, Miramar Beach, FL 32550 • United States
701 Harrison Ave, Panama City, FL 32401 • United States
2000 98 Palms Blvd, Ste 300, Destin, FL 32541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Destin | FL | 08/2015 | 06/2018 |
| The First Bank, Na | Destin | FL | 07/2018 | 02/2026 |
| Raymond James Financial Services, Inc. | Destin | FL | 07/2018 | 02/2026 |
| Raymond James Financial Services Advisors Inc. | Destin | FL | 07/2018 | 02/2026 |
| Opportunity Place, Inc. | Fort Walton Beach | FL | 08/2018 | 02/2026 |
| Midstates Petroleum/Anchor Oil And Gas/Gulf Land Seismic | Santa Rosa Beach | CA | 12/2011 | 02/2026 |
| Lpl Financial, Llc | Destin | FL | 02/2026 | Present |
| Renasant Bank | Destin | FL | 02/2026 | Present |
1)Investment products and services are offered through LPL Financial LLC using the DBA/trade name Renasant Financial Services - Inv Rel - At Reported Business Location (s) - 02/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-21 |
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