Breanna Lee Gardner
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Breanna Lee Gardner? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Ica Group Wealth Management, LLCFeb 2022 to now
- LPL Financial LLCJan 2020 to now
- Choice Financial Group (choice Bank)Sep 2018 to now
- Courtyard By Marriott MoorheadApr 2018 to Aug 2018
- Fargo Country ClubMay 2017 to Jul 2017
- North Dakota State UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (ND).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7218881
- Firm CRD
- 6413