Griffen T Macleod
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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.
- LPL Financial LLCAug 2026 to now
- Mountain America Credit UnionJul 2026 to now
- Bank of America, N.A.Jul 2025 to Jul 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to Jul 2026
- Mountain America Credit UnionJun 2023 to May 2025
- Zion Healing CenterSep 2022 to Jun 2023
- Karen W Malm Phd PcSep 2022 to Nov 2022
- RevatureApr 2022 to Sep 2022
- Trader Joe'sSep 2021 to Apr 2022
- TeslaApr 2021 to Sep 2021
- Utah Youth VillageMar 2021 to Apr 2023
- Alpine AcademyMar 2021 to Apr 2021
- E&j GalloAug 2020 to Mar 2021
- Full-time EducationFeb 2020 to Aug 2020
- Endless PotentialFeb 2019 to Apr 2019
- Chess4lifeMay 2018 to Jan 2020
- Greenheart TravelFeb 2018 to May 2018
- MicrosoftNov 2016 to Feb 2018
- UnemployedFeb 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 8101723
- Firm CRD
- 6413